Guiding Customers to Achieve Their Aspirations There’s a moment in every financial conversation where the numbers stop mattering — not because they’re unimportant, but because they were never the point. A client doesn’t sit down with an advisor because they want a spreadsheet. They sit down because somewhere underneath the question about pensions, or mortgages,…
Tag: finance
Your Client’s Story
When I ask financial advisors what business they are in, most answer: investments, retirement planning, estate planning, tax optimization or wealth management. I understand why. That is what the industry has taught us. But after working with thousands of financial professionals in more than twenty countries, I have come to a different conclusion. We are…
Telling the Financial Story 