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?