Tom Hegarty: How to be a general practitioner adviser

05 May 2016

When I joined the New Model Business Academy in January, one of the first things I did was ask all members to complete our training needs analysis survey so I could ascertain what the most important areas of focus were for them. Gaining a better understanding of the priorities of more than 16,000 financial services professionals meant I would then be able to take an informed view on where our focus should lie.

It has long been my belief advisers boast a wider skill set than virtually any other profession. They need to adhere to a complex and ever-changing regulatory regime while maintaining a strong ethical conduct and keeping up to date with technical and product information. They also need good communication and interpersonal skills in order to build client relationships and be able to explain how much their services cost and exactly what the customer will get for their money.

 

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