Better Business  

Case study: 'I helped her through her divorce. Then she told me she had a brain tumour'

This is what I tell my son. You don't need a posh office - you can work from home, and go visit your clients.

You don’t need a flashy car or a swish suit. Sometimes I go in jeans and T-shirts to visit clients. I pat their dogs, I stroke their cats. People relate to you and don’t always like or trust a suit and tie. 

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Hold up - you tell this to your son?

Yes. One of my twin sons is going to be a financial adviser. He started off with an internship in Bristol and has been working as a paraplanner in an office in Cirencester.

He is currently doing an eight-week course at the St James's Place Academy to learn those soft skills that are so important as an adviser.

Anyone can do the exams - but it is the people skills that really matter in this business. 

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