First Wealth Partner, Rob Caplan recently spoke at Humans Under Management – a behavioural finance conference for financial advisers. In his session, Rob talked about the risks of making assumptions about what it really is that clients want out of life.
Building his talk around First Wealth’s #WhatMattersMost philosophy and the recurrent theme that “things are not always what they seem”, he weaves in his own personal story about the assumptions made about his health, both by himself and the medical professionals around him.
He encourages fellow financial planners to see the whole picture when engaging with clients, which he argues is the difference between empowering change and simply giving advice.
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