10th DECEMBER 2015 // Renaissance Hotel, BRUSSELS (BE)
Paul Stanfield Chief Executive at FEIFA / FECIF Secretary General
The moment I realised the value of (human) advice
This was (almost) the title of an article I recently read – and which reminded me of the fact that many advisers don’t always realise just how much positive impact they have on people’s lives. Or where that impact is most beneficially experienced by the client.
One adviser stated that giving clients certainty about their financial situation as they faced redundancy was a key breakthrough moment. The experience showed him how good financial planning can add value and give people peace of mind.
Another adviser felt that the moment he realised what financial planning was worth came from wanting clients to be more engaged in the financial planning process. His firm subsequently moved to focus more on cashflow planning and objective setting, rather than reviewing funds.
A key moment for another adviser came early in his career with one of his first ever clients. The client was in her mid-40s with two young children and she was recently widowed. Her life had just been thrown up in the air and she needed some help organising everything. “She turned up at my house with a massive box of papers. She was so all over the place, she did not really know what was going on and just said...
The European Federation of Financial Advisers and Financial Intermediaries (FECIF) was chartered in June 1999 for the defence and promotion of the role of financial advisers and intermediaries in Europe.
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