Clients need not struggle with expressing their preferences verbally, as researchers have made a game of economic fingerprinting.
Dan PurvesMarch 2, 2016
Other fields of practice and research into advice-giving can provide useful transferable ideas for relating to clients – “feedback loops”, for instance.
Simon HoyleFebruary 17, 2016
It’s a paradox in financial planning that the so-called “hard” skills are actually the easiest to master, while the so-called “soft” skills are often the hardest. Hard skills might help to define a technically brilliant plan, but it is the soft skills that ultimately motivate a client to enact and stick to that plan. What is […]
Simon HoyleAugust 20, 2014