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Steve
Steve
October 18, 2023


Hello Lamplighters!

I'm excited to share my latest article with you all, which dives into an important conversation in the world of financial services.

"The Name Game in Financial Services: Why It's Not What We Call Ourselves, But What We Deliver"

The article was inspired by a recent NextWealth report and explores the difference between being a 'Financial Adviser' and a 'Financial Planner.' But more importantly, it focuses on what really matters: delivering value to our clients in a holistic manner.

https://bit.ly/3PTNXTW

Key Takeaways:

  • The semantics between 'Advising' and 'Planning'

  • The value of non-intermediating financial planning

  • The role of technology in holistic planning

  • The importance of specialisation within the industry

I'd love to hear your thoughts on this. Do you think the title matters? Or is it all about the service we provide? Let's get the conversation going!

#FinancialPlanning #HolisticApproach #ClientCentric #NextWealth #LamplighterCommunity

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