Necessary skills for Financial Planners and outsourcing non-core skills

Posted on 27 October 2017    Author: COVER Publications   Original Publication: COVER Publications South Africa

COVER Magazine interviewed Ian Middleton at the 2017 FPI Professionals Convention held at Century City in Cape Town. They discussed the skills required to run a professional Financial Planning practice, the main skills that financial planners should have and what they should look to outsource, and the trends in outsourcing non-core skills.

Running a professional Financial Planning practice needs varied skills. Do planners possess these different skills & is it realistic to expect it of them?


What are the main skills that financial planners should have & what should they look to outsource?


Have you seen a trend among professional planners to outsource “non core”skills?


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