In this episode of the ifa Show, our very own 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.
As the ifa Show reveals, 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.
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.
To view and listen to the ifa Show Podcast featuring Hugh Robertson online – Click Here
