HeyJaredEmma Boardwell
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 22, 2026
- Outlet visibility, for Moneymarketing
- Top 5M sites
- Earliest in this view
- Jul 28, 2026
Latest articles
The Adviser's Dilemma: Rabbit in the headlights (opens the original)
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I’m relatively new to advising and was recently given the opportunity to lead a client review meeting with one of our long-standing clients. My senior colleague was also there, but I was fronting the meeting. About halfway through, the client became visibly upset while updating us on her recent divorce and the complexity of the financial implications she was facing. I hadn’t realised how raw it still was for her. I completely froze. I didn’t know what to say. My mind went blank and I felt like a
The Adviser's Dilemma: Going round in circles (opens the original)
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I have a client whom I inherited from a retiring adviser a few years ago, and with whom the same issue arises at every annual review. The previous adviser recommended that he open a new personal pension with us and transfer his final-salary pension CETV into here rather than into the workplace pension he already held. The client recalls being told that the new pension would perform better. However, when he compares the two plans, the original workplace pension appears to have performed more stro
The Adviser’s Dilemma: Too close to home (opens the original)
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I’ve been working as a financial planner for several years. I love my job and think I’m good at it. But there is one aspect of the role I know I could handle better. I’m quite an emotional person and I can find it difficult when clients become distressed. This happens often, particularly because former clients frequently recommend me to people going through divorce. Recently, for example, I met a client whose mother had died unexpectedly. She went into hospital with something minor, developed pn
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