COVID-19 & Client 'Happiness'
Has COVID 'helped' Professional Advisers better serve their Clients? Are we making clients happier right now? IF YES, how can we measure their happiness in real terms? With 18 years’ experience advising clients I find myself genuinely reflecting on COVID's impact on my role of 'making things happen' for my treasured clients. So, what makes a 'great' Adviser great AND how does their input ultimately impact on their client's lives? For example: “I want to retire” or “I want to