Four weddings and a funeral: The unseen side of financial advice

The unseen side of financial advice

clock • 11 min read

Advisers shy away from talking about them, but the services they don't advertise on their business cards are often the ones clients value most. Laura Miller and Carmen Reichman uncover the unseen side of the advisory profession

Qualifications. Membership of professional bodies. Awards. Years' experience. These are the pieces of information advisers are most likely to include on the business cards they pass to prospective clients. But those details tell just a fraction of the story of what a client can expect from a really professional adviser, and are certainly not the most important parts. Perhaps the card should read: 'Accepts worried late night calls; provides comfort when a loved one dies; thrilled at being part of a wedding; will send you flowers when you move into your new home'. Because advisers do...

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