If you have lost your job, have had a promotion, are expecting children, are moving house, your financial planner should know this and potentially counsel you through each situation. It is easy for a client to succumb to the temptation of television advertising or glossy magazine editorials about the next great investment. A great financial planner will take this information in account and review your financial plan accordingly. Review periods are important in the relationship building exercise for exactly this reason.
Financial planning is becoming a more web savvy industry with more newsletters, more reports and more commentary being issued than ever before. Financial planners realize that the public are listening to commentators they have no rapport with. If they did the same thing, the audience is more likely to listen because they know them. If a relationship is there to be built then build it. This can only benefit financial planners and the public alike.