‘Right’ brained financial adviser
It's time that the bar is raised for advice in India by focussing on acquiring 'right' brain skills
The financial planning profession is indeed noble. Advisers help clients meet their life goals by removing worries associated with money required for the goals. This certainly requires multiple skills. Technical skills to make complex calculations seem simple; economic skills to know the right numbers to plug in for inflation estimates and projected returns; sociology skills to determine life expectancy.