THE SECRETS TO GREATER FINANCIAL CERTAINTY SEND ME A COPY
Every client has a unique path towards greater financial certainty. Even within life and business partnerships, the paths can be different. Unfortunately, the structure and approaches use by the majority of financial advisers around the world increases rather than decreases the financial uncertainties faced by people seeking financial advice.
Like all aspects of life, trust is hard to build when they are obvious (and not so obvious but still perceived) conflicts inherent in the provider of advice. If you recognise as an adviser that the incentives upon which financial services has been based for too long have rewarded the wrong behaviours among adviser, have promoted the wrong products to the wrong clients and potentially have been complicit in many of the financial 'scandals', then Seeking Certainty might be a good read. Financial trust will be improved until new non-conflicted approaches emerge. Further qualifications and greater compliance might assist, but fundamentally until the incentives are addressed, trust won't build.
New approaches are emerging - thus Seeking Certainty. The book is written in two parts. The first part presents familiar characters who despite best plans are buffeted by inevitable life challenges. These challenges which affect us all are the fundamental list of fears, issues, complexities, mindsets and habits that many times work against our ability to achieve the things that are meaningful for us. The second part, which many readers start at, is about the seven principles which I believe is the basis of the future advice profession. The book isn't trying to sell anything and by filling in the details attached, we won't hound you to 'buy' from us. The book is our simple statement about the state of financial advice and what we and our clients believes is one alternative approach. Basically, I would like to share it with you, no strings attached. If you are interested, fill in your details and an address and we will send the hard copy to you with my compliments (our international enquirers will have to pay for postage, sorry!) I hope the book helps you achieve greater financial certainty in for your advice business.
Jim Stackpool - Founder Certainty Advice Group