Everything Has Changed. Nothing Has Changed: 50 Years in Financial Advice
In this episode of The Adeptli Podcast, Jamie and Dave are joined by Ian Price, who reflects on almost 50 years in financial services and how the advice industry has changed along the way.
Ian discusses the shift from product-led advice towards financial planning and long term client relationships, as well as his own experience of retirement and why purpose, health and having something meaningful to do matter just as much as the financial plan.
The conversation also covers cashflow planning, the advice gap, regulation, changing client expectations, new entrants to the market and the movement…
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