Latest / Challenge the Standard in Financial Advice
S7E14 Discovery
Quick question for you - is the 'old' way of doing fact finding enough in the current financial advice profession?
If it is, great - let us know!
But if you don't think it is, if you think that the bar has been lifted, over and over and over again, then this episode might be for you!
In this weeks meander Jordan and Nathan start to tackle the battle of gathering and evidencing a clients situation to an adequate level for the advice we provide - and what does that even mean?!
Pats Blog - The Trust Canyon
https://patrickflynn.info/trust-canyon/
You can now get CPD points for listening to two…
The skinny
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