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Jon-Paul Hale

Vax chat hits a raw nerve - advisers can do better

Tuesday 30th of November 2021

What struck me, and I had a few of my own comments on it, was the various differing views of the same data. (Read the original article here and click here for the follow-up article.)

Interpretation of data is a significant part of what we do as advisers, and that needs to be accurate, but we aren't explicitly trained on this stuff - it's assumed that you will bring it with you.

Most advisers had another career before becoming an adviser, but there may still be significant knowledge gaps.

Are we going to get it right every time? No. But we need to do better than simply disagreeing when looking at the same things. This flows through with maths and statistics skills as well as reading policy wordings and understanding how products work.

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