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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Well done David. Great insights into the future of financial planning advice in Australia. Cost is only an issue in the absence of value!
Terrific episode David Haintz. Couldn’t agree more!