51 min

What goals-based advice is and is not with Phil Thompson Goals Based Advice Podcast

    • Management

I spend a lot of time talking about Goals-based Advice, what it is, and what it is not.

It is not product-based advice, it is not specialist advice, it is not transactional advice, it is not a collection of funds under management or investment-based advice.

But all these things exist and can work alongside goals-based advice.

I spend a lot of time talking about Goals-based Advice, what it is, and what it is not.

It is not product-based advice, it is not specialist advice, it is not transactional advice, it is not a collection of funds under management or investment-based advice.

But all these things exist and can work alongside goals-based advice.

51 min