Seeing beyond suitability is becoming increasingly accepted as the financial future, writes Lara Bealing, but how do we get there? Understanding clients' long-term thinking is crucial
How long is 'long-term'? How far ahead are your clients thinking, and how far ahead are you thinking for your clients? And most importantly, what are they thinking about their long-term futures? How are you connecting their life goals to your advice and how is the industry supporting you in building the best future outcomes for your clients? On the surface, this sounds straightforward but dig beneath and I believe there's much more to do. In a world where the short-term has become the everyday, thinking ahead and planning has become both a dream and a challenge for many. But the la...
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