Feb '24 (edited) • Marketing ✨
Does what we call ourselves matter?
Hint: Yes it does.
Interesting discussion over on LinkedIn started by about what titles financial advisers give themselves - everything from financial adviser, IFA, wealth manager, financial planner, lifestyle financial planner, life planner, later life adviser etc, and how we define them.
I've thought for a long time that the industry/profession (there, I'm even doing it myself) is doing itself a disservice by not clarifying these terms to consumers.
Who remembers this logo? Maybe we need something new that clarifies what all the terms mean...?
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Does what we call ourselves matter?
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