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Financial Advice Mistakes 

We started Advisers United in September 2000 at probably the worst time ever to enter financial services.

In addition to the learning curve of trading in a difficult investment climate, our previous employment experience meant that we had dealt with and worked with literally hundreds of financial advisers over the last twenty years or so.

During this time, we identified two common faults for Financial Advice Mistakes with many financial adviser practices:

Working for Free:

Financial Advice Mistakes, financial advisers undertaking huge amounts of research and advice before any commission or fee was earned and then numerous clients deciding not to proceed with advice or recommendations.  Literally, working for free.

Unprotected Income:

Financial Advice Mistakes, after having managed to secure the sale, compile huge reports on the recommendations and take on liability for the advice, clients frequently cancelled the plan some months or even a few years later, with the adviser firm being forced to repay some or all of the commission to the provider.  An unprotected income.

The foundations to a profitable financial services business are simple no matter what your size:

• Stop working for free
• Protect your income stream