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The advice model of the future

In this episode of the ifa Show, multi-award-winning adviser Hugh Robertson joins host Sarah Kendell to discuss his practice’s goals-based approach to advice and investment and the benefits of being part of a cooperative licensee model.

Hugh unpacks how the concept of goals-based advice has evolved over the years and what practices can do to effectively tie clients’ values to their investment strategy, keeping them on track to achieve long-term goals that are important to them.

He also looks at the process of setting up a boutique adviser cooperative that can allow practices to be more in control of their own destiny from a licensing perspective, and gives his thoughts on how the advice industry will emerge from the current challenging period.

 

The advice model of the future
Hugh Robertson
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Join the debate to improve the issues that surround affordability and accessibility within the advice industry at ifa’s brand-new event, ifa Future Forum.

Join your peers to uncover game-changing industry solutions to pave the way for solving the problem of accessibility and affordability. Utilise your extensive knowledge to formulate ideas and help futureproof advice. Register your free place now! ifafutureforum.com.au

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