Let’s start with what the Oxford dictionary has to say on the matter. An accreditation is “The action or process of officially recognizing someone as having a particular status or being qualified to perform a particular activity.”
Our mission as financial advisors is simple, and it’s putting the client first. All too often, we get caught up in the nitty gritty of portfolio construction, asset allocation and diversification before understanding who our clients are and what aspirations they harbour. It’s always worth reminding ourselves that we’re about people first and are financial expert second.
Understanding our people is also essential on the other side of the fence, when it comes to the teams you lead. In my role as CEO of swissglobal, I’m honing in on the promise of learning, development and career progression that the brand now stands for worldwide.