Please note: the value of an investment and the income from it can go down as well as up, and your clients could get back less than originally invested.
Cleona Lira (founder of Conscious Money) joins Patrick Ingram (Parmenion's Head of Strategic Partnerships) for the March Let's Talk Retirement debate, to explore some real world approaches, in financial planning, to improve rapport with clients and their emotions.
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This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity.
Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.
