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S7E16 Scaling Advice
Is it possible to scale good, quality, personalised financial advice? If it can be done - then how can we do it?
Can we scale the advice without scaling the discovery? How can we find out enough about somebody to know what advice they don't need - and how do we have to charge for that work?
How can you, as a professional adviser, exercise and evidence your professional judgment about what a client needs - while not being bound only to what they want?
Why is an episode on the efficiency of scaling advice to keep it within limits the longest episode we've recorded?
Why are there so many…
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