Financial adviser or soothsayer?
Jul 19, 2023
Gerry Brown
A soothsayer is a person who is supposed to be able to foresee the future.
In the eyes of their clients, financial advisers and paraplanners are assumed to have this attribute. Advisers, assisted by their paraplanners, look to the future in terms of ensuring that their clients have adequate retirement income, look to the future in terms of inheritance tax planning and look to the future in ensuring that wealth is maintained and passed down to future generations.
Financial adviser or soothsayer?