To my mind, professionalism was best defined by Robert MC Brown – a unique champion of APES230, amongst other causes. Robert has said on many occasions that professionalism is acting in a manner that firstly respects the greater good of the general public, then the...
Our nascent financial advisory profession needs a ‘turning point’, a breakthrough to accelerate its advancement into the profession it is destined to become. Whilst I applaud much of what has been done in financial planning to improve the professionalism of the...
Now let’s refer to the Advice Proposition Grid that we use with the financial advisory firms that use our business consulting. Simplistically, the Advice Proposition Grid attempts to define four broad advice propositions. Importantly it is expected that professionals...
Does getting clear definitions of Professionalism for financial services really matter? If your doctor’s practice received financial support from the drug companies she recommended, would you view that as professional? If you knew your accountant’s business would be...