'Bullying' banking conduct
Advocating for your client is a fundamental aspect of being an adviser – even if that means making yourself "a pain in the arse", writes Jon-Paul Hale.
This is about us, advisers and brokers, and a disturbing theme that I have had in the communications from advisers out there.
As a life adviser, I have no problem, or trouble, advocating for my clients. As Susan Edmunds put it in ASSET, I’m "a pain in the arse, and proud of it!"
Insurers expect that advisers will advocate for clients, and they tolerate the noise we...MORE»
Privacy and process why it is crucial to your businessSaturday, November 28th, 5:55PM
Jon-Paul Hale describes a problem he has with one bank and offers some learnings from the experience. MORE» |
Does liability for advice stop when clients are sold?Friday, November 13th, 3:21PM
Jon-Paul Hale questions whether an adviser, under the new regime, will still be responsible for the advice given after selling a book of clients to another adviser/FAP. MORE» |
Covid-19 changes discussions with clients
Jon-Paul Hale says as we learn more about Covid-19 advisers need to be asking more questions from their clients.
MORE»Hunters v gathers in the new world
Jon-Paul Hale provides his thoughts on how hunters, gatherers and game-keepers will survive in the new financial advice environment.
MORE»Should you stay, or should you go?
There still seems to be a delay in some advisers getting their transitional licence – insurance adviser Jon-Paul Hale with a follow-up to his article Tied Agency 2.0.
MORE»Level five isn't the big issue for advisers; It's something else
Insurance adviser Jon-Paul Hale says advisers are getting hung up on level five qualifications, when the real issues they should be focusing on are much bigger.
MORE»Tied Agency 2.0 – spelt out
Jon-Paul Hale on why you need to get your transitional licence sorted asap.
MORE»