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Exploring Advice: How to know if you're delivering good advice and quality plans with Kevin Knull, Tricia Rothschild, Frank McAleer
How would you answer these three questions about exploring advice?
What is the definition of good advice?
What is the definition of a quality financial plan?
What does it mean to be a fiduciary?
Kevin Knull, the president of PIEtechSM, Inc., (parent company of MoneyGuidePro financial planning software) asked those three questions to an audience of financial and wealth management leaders and basically got blank stares in response.
Dismayed, he decided to reach out to thought leaders and experts around the country to get their answers.
He collected their thoughts and published them in a…
The skinny
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