Being firm: challenging clients when needed

This week we finish off our two-parter on how to become a financial adviser. In this session, we cover the 'softer' part of the job, the human side which is arguably MUCH more important than the hard numbers…

Shownotes: https://meaningfulmoney.tv/session607

02:18 - Why Financial Planning Is Not About Money

05:30 - Planning vs Product

14:38 - The Core Human Skills of Great Advisers

25:50 - Behavioural Coaching (The Real Job)

33:15 - Judgement, Responsibility, and Pressure

38:31 - Ethics and Integrity in the Real World

47:57 - Who Thrives on the SOFT Side

50:05 - Bringing the Hard and Soft Together