by Jim Stackpool | Mar 2, 2023 | Advice is not a Product, Best Interests, Certainty Advice, future of advice, Future of Financial Advice, Growth Stress, Serve the Greater Good, Successful On Purpose, valuable advice
Twenty-one years ago, I conducted a qualitative survey of Australian financial advisers with John J. Bowen Jr and Russ Alan Prince. The objective was to identify the client proposition advisers regarded as crucial to the future of financial advice. Russ’ team had...