Adviser / Broking

‘Coaching should be core training for every single adviser’

This is an issue that professionals across the advice sector are facing

Whereas clients place more emphasis on positive investment performance

Liontrust and Fintel rally behind Net Zero Financial Advisers Initiative

Headed up by Donna Ambler

"Customers put life cover on the back burner because they take their lifestyles for granted"

Both write consumer and business healthcare insurance

More than a fifth of adults would not seek advice even if it was free

The shift reflects business model diversification and staff ratio changes

For consumers unable to secure own cover