Advisers need to lift their game to help clients

Reflecting on the last three to four weeks, with claims, new clients and general chatter in the industry about change, the question that raises its head is; Are we doing enough?

If you listen to what's going on, what the business gurus tell us and the messages in both the legislation and education we have, you will hear the clear message, focus on your stuff and ignore the rest, or more specifically tell the client we are not doing those things.

To me, this is an interesting concept. If you are focused on insurance planning, then that is advising and arranging insurance solutions for our clients, and hopefully, you help them with their claims too.

However, is this enough?