How does a financial adviser really add value?
As readers of this blog know, there’s a great deal of misunderstanding about how a financial adviser adds value. Even many advisers haven’t yet grasped it.
I can highly recommend this article for FA Talks, produced by S&P Dow Jones Indices. In it, three of Australia’s foremost thoughts leaders in this field, give their views on exactly what it is that clients are paying for, and how the advice profession is evolving.
Those thought leaders are:
• Brett Taggart, Bell Partners Wealth Creation & Financial Advisory;
• Claire Mackay, Quantum Financial; and
• David Haintz, Global Adviser Alpha.
There’s some really useful insight in this article, so please do share it:
FA Talks: Three Perspectives on Financial Adviser Value