Category: Q a

Why use behavioural science with the sandwich generation?

Interview with behavioural scientist Professor Paul Dolan and Andy Beswick, Intermediary Director at Aviva

Posted in: Q&A | Tagged: business advice

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Why promoting the value of advice is crucial Investment Adviser of the Year, Jason Witcombe, explains why his job as an adviser is more about relationships than anything else, how he finds cash-flow modelling helps with clients, and why promoting the value of advice is so important.

Posted in: Q&A

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'Don’t follow the crowd' Financial Adviser of the Year 2014 winner, Anna Sofat, discusses what she's found works well when speaking with the press, how she engages clients and the advice she wishes she’d been given at the start of her career.

Posted in: Q&A | Tagged: The Bluebook

Q&A on relevant life plans

Relevant life policies can offer exceptional rewards for those willing to explore different routes. Brenda Santimano explains the advantages and opportunities with relevant life plans.

Posted in: Q&A