Why diversity of thinking is critical for both adviser and client

Why taking your shoes off has never been so important…

clock • 3 min read

In this month’s financial wellbeing column, Chris Budd looks at the importance of diversity of thinking – for clients and advisers alike...

One of the regular events the IFW - which was recently awarded 'institute status' by the government in case you missed the news - hold is a roundtable discussion. In the last debate, Rohan Sivajoti of NextGen Planners led a conversation on diversity. The discussion was wide-ranging, and it struck me that one area, in particular, has great relevance as to how we help clients. Diversity of thinking The word diversity can be used in a number of different contexts. In this piece, I want to pick up on some of what Rohan had to say about how we think, as there is a direct correlation wit...

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