An advisory team’s best days are usually those spent in front of their clients. As most people join the advice industry to help others lead better financial lives, the time spent in client discussions, resolving issues, identifying forward steps, and creating...
I’ve long admired the business and advisory skills of Fausto Pastro. I’m grateful that I met him in 1995, relatively early in my consulting career as he epitomised the foundational principles needed to build great advisory firms. I was quoting him again...