Nicola Brittain talks to NLP Financial Management's managing director about his non-traditional route into the advice industry...
You want to gain the trust of clients? "It's simple, just remember the basics," says Adam Katten, managing director of NLP Financial Management. As recipient of Advisory Firm of the Year at this year's Professional Adviser awards, Katten is someone who should know how to gain trust. The basics, he argues, include referring to elderly clients as Mr and Mrs, returning calls, dressing appropriately at meetings and being punctual. "You can get very far in life if you mind the little things," he says. Similarly, doing the right thing often means Katten works beyond normal office hours. ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes