Consistency in Financial Planning and advice helps maintain trust and ensure clients stay with your business, according to Chartered Financial Planner Barra Gorman.

Remembering a client’s passions and key motivators also help the adviser client relationship, Mr Gorman told Financial Planning Today Magazine for the latest Client Hunter interview.

He said: “Listen carefully and take note of important points. Always write up meeting notes and key quotes from the client. Pain points and things that are really important.

“For example, a recently retired client with a lifelong passion for dogs spoke at length about her efforts to secure a new pip from a breeder which involved home inspections, an extensive questionnaire and interview. She was obviously quite nervous about the interview, joking about it at our meeting. I made a diary note of this and then send a brief email the day before it was due, wishing her the best of luck.

“Little things like this help the relationship”.

Mr Gorman spoke to Financial Planning Today Magazine about what he has learnt in his career, how to keep clients, how he convinces new clients about the merits of Financial Planning, and the challenges of working as a Financial Planner in Northern Ireland.

Barra Gorman is a Chartered Financial Planner at Foursquare in Belfast and a Fellow of the Personal Finance Society. He is a later life advice specialist and plays an active role in the local Next Gen Planners group, Initiative for Financial Wellbeing and the Financial Planning Ireland Group.

You can read the full article in the latest issue of Financial Planning Today Magazine.

To ensure you receive every issue and get lots of extras sign up for our new £9.99 monthly digital subscription package (cancel anytime).

You can also upgrade to our Premium Subscription and receive the HD print edition of the magazine. Go to 'My Account' when you are signed in for more details.

A digital package gets you unlimited access to the magazine and website plus our valuable 5 Year+ Magazine library. Enjoy dozens of case studies, business-building articles and in-depth features on key topics for Financial Planners, Paraplanners and Wealth Managers.

Read a preview of the magazine online today. 

Only registered readers of Financial Planning Today website can view the full magazine (non-registered readers are restricted to a preview) so please register now for free to avoid missing out and upgrade to a package to get more: www.financialplanningtoday.co.uk.