Professional skills: Prioritisation

In our industry, advisers tend to learn from other advisers – often due to a lack of independent or impartial resources. The traditional journey looks like this: an adviser enters the industry, joins a firm and learns how to advise by shadowing peers within said firm. Naturally, their first exposure to protection advice is formative. It governs how they perceive their role and forms the basis by which they judge what good protection advice looks like. Depending on the firm they join and the culture they are exposed to, poor practices, techniques and prioritisation can then become entr...