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The advice industry is experiencing a once in a generation change that has challenged many practitioners. In this episode of The ifa Show, Shadforth Financial Group founder and Global Adviser Alpha principal David Haintz joins host Sarah Kendell to discuss how advisers can refocus and adapt to develop a value proposition that’s in line with what clients really want.
David unpacks the difference between cost and value, and how advisers can zero in on the activities that create the most value for clients. He also discusses the shift that is likely to occur in the sector over the next few years as advisers focus less on products and returns and more on the meaning and purpose they create in their clients’ lives.
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