Utilising the ‘ethical lens’ to drive business practices

Touching on a hot topic for the profession, Smith shares her views on advice charging models, explaining why she believes fixed dollar-based fees are more ethical than asset-based fees.

Listen as they discuss:

• Why the separation of product and service is so important in financial advice.
• The need for more female representation within the profession.
• How ethics impacted her decision to develop a niche client base.