Team best interests or client best interests?

Team best interests or client best interests?

What kryptonite was to Superman, disrespect is to advice relationships. A few months ago one of my clients engaged a significant advice client. Prior to engaging, I worked with them to assist in the engagement and pricing. The prospect represented the type of advice...
Advice is more about the complexities in our lives than the goals

Advice is more about the complexities in our lives than the goals

Marketers love a good slogan. Goals-based financial advice is a good example. Advisory firms sometimes differentiate themselves on their goals-based advice capability to understand and identify their advice client’s aspirations. Some institutional advisory...
The value is in the details – theirs, not yours.

The value is in the details – theirs, not yours.

I love flying. Always have. Long flights, short trips, big planes, tiny ones, hang-gliders, choppers. When I was a kid, Dad would sometimes drive out to a small park on the Cooks River which bordered Mascot airport to watch the arrivals and departures. From there you...
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