How to push water uphill!

Independent Financial Advisors exist to give people financial advice but how do they persuade their prospective clients that they NEED that advice and they NEED the products suggested by the IFA.  This is like trying to push water uphill, with client lethargy and low levels of trust in place of gravity.

However, there is a way.  Think differently about water: freeze it to make ice, which you can push.  Equally, IFAs need to think differently about how they approach their clients.  Clients are far more likely to accept help to implement "their" idea or one generated by an independent site than one suggested directly to them so why not give them a tool they can use, sitting with the IFA or alone.  This tool may suggest that they need a proper long term financial plan and that the plan needs to be underpinned by a product or account.

allaboutschoolfees.com does exactly this by allowing parents, guardians, grandparents and IFA to create bespoke long term cost and savings plans to cover private education.  With the average 2 child school fees bill costing nearly £600,000, it is clear that it makes sense for parents to take some finance advice, and this is is where the IFA comes in; a client who knows they need advice.  The water has been pushed uphill:)