Goldenbeardyman

How do you suggest someone partakes in CBT when they have social anxiety? Is there a way to self-treat?

Social anxiety may mean that you are unable to speak to anybody about it, so going to a therapist for CBT would be a no-go.

How do you get to the point of going to a therapist though? If you have a massive fear of making phone calls, plus meeting new people, it makes it pretty tricky.

Do you have any examples of systems/procedures that you put in place do disincentive bad behaviour?

Are there any areas you think you still need to work on?

One of the reasons I stopped working in financial advice is because the client rarely comes first. You are incentivised to bring in more business regardless of what is best for the client.

Also, not dealing with clients with under 50k in assets, even if it's in the client's best interest (plus good for the business in 10 years time when they'll likely have a lot more) put me off a lot.