FECIF - The European Federation of Financial Advisers and Financial Intermediaries
  • SAVE THE DATE // 10/DEC/2015 // SAVE THE DATE
  • 2nd EUROPEAN FINANCIAL CONFERENCE 2015
  • 10 DECEMBER 2015 // BRUSSELS, BELGIUM
  • »SOCIAL WELFARE IN TIMES OF ECONOMIC STAGNATION:«
  • Can smart regulation stimulate private pensions?
  • 10th DECEMBER 2015 // Renaissance Hotel, BRUSSELS (BE)
fecif_db_button

 

ws2017-pannel_flagsFranceItalyEspaniaDeutschschlandCzechLuxembourgBelgium

See photos from the FECIF conference 2015

 

 

 

Paul StanfieldPaul 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.

FECIF, the only body representing European financial advisers and intermediaries, it is based in Brussels, the heart of Europe.

 

 

Stay informed about our activities. Subscribe to our monthly FECIF Newsletter:

 

 
Share |

 02 January 2018
International Investment - European Commission proposes seven-month delay of IDD >>read

 01 January 2018
International Investment - New PRIIPS rules will ‘confuse and mislead’ investors: EFAMA >>read

 01 January 2018
Deloitte - MiFID II: Key elements of 18 December ESMA Q&A >>read

 28 December 2017
International Adviser - Cross border investors’ tax bind to end in EU >>read

 13 December 2017
GSCGI - IFA’s WealthGram No 71: 2018 sera l’année de la transversalité ou ne sera pas! >>read

 

 

NEW: FECIF Board Meeting 2017

Board Meeting July 2017 - Paris, France

 

 

 

 

 

 

 

fecif_logo

 

Fédération Européenne des Conseils et Intermédiaires Financiers (FECIF)
“Generali” Tower - Business Centre
Avenue Louise 149/24
B-1050 Brussels
BELGIUM

©2017 FECIF  |  Home  |  Legal Notice  |  Copyright  |  Contact

 

 

FECIF is a member of:  

 

 

 

concept & design by ivan cuk