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.”

As I have often said before, we all have the same possibilities and opportunities in life.

I have listed below 15 social skills that will help you to build new and long-lasting relationships.

Here’s a fact: In 2018, 121 people fell off Forbes’ “The World’s Billionaires” list.

Do you realise that subconscious, second-nature activities make up 40 percent of our waking hours? That means that two out of every five minutes, all day and every day, we operate on autopilot.

Its proven that word of mouth among friends, colleagues and indeed customers drive more purchases and relationships than any other “purchase” influence.

Vision and mission statements are considered a crucial element of any organisation’s toolkit be it large or small.

“Let the Good Times Roll” by legend B.B King. It’s a great song — but it recently got me thinking.

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.

Brand leads the way in raising qualification standards for advisory and wealth management globally.

The global marketplace is changing. For International Financial Advisers, the choice is stark: either adopt best practices in the face of challenges, or slowly become less relevant.

When it comes to seeking financial advice, investing in a financial adviser should be exactly that – a careful investment.

Continuing in the theme of my latest blog ‘what to look for in a great financial adviser’. I have put together the below top 10 benefits of working with a great financial adviser.

I thought I would help you out and explain a few key areas that make a great financial adviser.

Financial advisers and wealth management firms are working in an evolving industry that is constantly responding to changes in international financial services.

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.

“Leaders are born not made.” Or “Leadership is the capacity to translate vision into action.” These are just two of the popular leadership quotes out there.