I like to focus more on team work rather than my individual achievements. I don't think that I achieved the Adviser of the Year Award just because of my own efforts alone – I wouldn't have won without a great team. They’re always there – making sure my files are up to date and that everything is uploaded to the system. So I suppose my biggest achievement is being part of a great team.
If I was a client, I'd expect my adviser to provide top quality service. So I try to practice what I preach. I also love it when I get feedback from clients. That's why I get them to go to Adviser Ratings, which is a public forum, and rate me.
It’s not just a job when you are passionate about what you do and you see the difference that your advice can make in your clients’ lives. People usually come to me with stress – especially just before retirement, they’re worried about whether their money will last beyond their life expectancy. They know that I’m there for them and they can trust me, and that feels really great.
At the end of the day, it’s client satisfaction that matters. Clients are the one who will tell you whether their advisers are doing the right thing by them – it’s not about ticking boxes. That’s why you should ask clients for feedback, and that’s how we measure whether an adviser is doing the right thing.