A financial adviser writes in to An Adviser Asks after the terminal diagnosis of a long-standing client prompts some honest reflection. Despite working with the couple for over twenty years, he realises he’s never built much of a relationship with the client’s wife, Lucy—and now worries she may walk away after her husband’s death, taking their children with her.

A financial adviser writes in to ‘An Adviser Asks’ looking for advice on what to do about ‘flaky’ clients. The adviser feels that clients are on board in the room, but don’t follow through with action. As a result, he adviser feels worried about the pressure from above to convert clients, and is noticing the affect this is having on their management style.

A financial adviser and business owner writes in to ‘An Adviser Asks’ looking for advice on what to do about a high-value client who is dismissive and rude to his team. The adviser feels torn between preserving the client relationship and supporting his staff.