Selling is dead, according to delegates at the BACK2Y conference, and they will sell you that idea really hard. Laura Miller reports...
BACK2Y-ers will tell you they don't sell, and certainly don't sell financial products. But they sell clients thousands of pounds of product a year. All unregulated. It is called lifestyle financial planning. Now, let's be clear. BACK2Y-ers selling is not bad per se. Trade is a part of life. And the principle of lifestyle financial planning is good, starting with what clients want to do in life then figuring out how their money will enable them to do that. The problem is that ‘not selling' is the foundation stone of the BACK2Y movement and ‘selling' the epicentre of everything wr...
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