Nicole Bremner

Forty years in financial services: How Bob Harvey’s journey and outlook created a happy retirement #133

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EP133: "I think most people appreciate someone making a purchase easier for them. Selling is not about persuading someone to buy something that they do not need but making a decision easier. ‘People buy from people,’ is a common saying and our job is to ensure that people buy us and not the product."Meet Bob Harvey, now non executive director at SeventySeven Wealth Management after 25 years in management at St. James's Place. In this interview he reflects upon his career in sales and why it's now seen as a dirty word as well as wellness and his views on retirement. "Compared to 30 years ago, the consumer is far better off. The industry is regulated, and people are more financially aware. The financial adviser is also treated as a professional person (which was not the case 40 years ago). There has been a shift in perception from financial advisers as product salesmen to genuine professionals."In this interview we discuss: the importance of saleshow Bob's father was one of th