Where We Get It Wrong
How about us advisers start being the bridge between the cold, rational world of money and the emotional reality of life?
How about we take the time to get to know our clients and then help them build their financial life?
Let’s consider their emotions, aspirations, hopes, fears and all, not only their balance sheet and cashflow.
How about we encourage people to consider their emotions, and work to recognise the impact they can have?
How about we talk about a range of outcomes and the compromises required to achieve them?
