Soft skills: the power skill of financial planning
By Next Wealth | 30 June 2020 | 1 minute read
In this article, Julie Best argues that soft skills are the new power skills. Research by NextWealth for FundsNetwork found that 97% of advisers say that soft skills are essential or important to financial planning and they have grown in importance in the current pandemic.
You can read Julie’s article by clicking below.
About the Author
Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair ofĀ The Investment NetworkĀ and theĀ Schroders UK Platform Awards.
Related posts
Making sense of the AI landscape: the NextWealth AI Directory is live
Advisers keep telling us the same thing about AI: it’s exciting, but overwhelming. New tools appear daily. Every vendor promises time saved and better client outcomes. But how does it actually fit your stack? What will it cost in change management? And who’s genuinely delivering value in advice firms like yours?Ā That’s why we have launched the NextWealth AI Directory. A practical, plain-English guide to the AI providers operating in the advice market.Ā