Why advisers - and their clients - need to stay positive

Putting a spotlight on the good rather than on the bad

clock • 4 min read

Imagine losing a loved one. You are the lowest you could possibly be and now you are utterly baffled by your financial situation too, Justin Cash writes…

That is the start of many advice journeys. But imagine that instead of finding a vital guide through the chaos, your adviser just bangs on about how rubbish their job is. How much of a mess the sector is in. How they can't cope with all these new rules. You might be tempted to take your windfall elsewhere. And who could blame you? It's incredibly easy to slip into this declinist rhetoric about the advice profession. What with the Chartered Insurance Institute/Personal Finance Society saga playing out so publicly, news of our favourite advice giants using cold calling centres, and the ...

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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Low number of FTSE 100 female CEOs 'just not good enough' - Andrea Montague

Low number of FTSE 100 female CEOs 'just not good enough' - Andrea Montague

Senior leadership in financial services is attainable for women

Jenna Brown
clock 23 April 2025 • 3 min read
RLAM implements Sustainability Focus label across £11bn portfolio range

RLAM implements Sustainability Focus label across £11bn portfolio range

Across a mix of funds and trusts

Cristian Angeloni
clock 23 April 2025 • 1 min read
IFAs must show empathy not judgement during tough client life events

IFAs must show empathy not judgement during tough client life events

Financial implications of life events and what women need to consider

Jenna Brown
clock 23 April 2025 • 4 min read