S2E9 Values Based Advice

Financial advice is financial advice. Simple, right? Well, not when you think about the evolving spectrum of options we advisers have to choose from. Do you want to focus on technical advice? Product advice? Goals-based advice? Or values-based advice? Or something different again? What are these different approaches, what motivates these distinctions and, crucially – does who stands to benefit determine what they really mean? Nathan and Jordan explore the different ways to approach advice, discuss the pros and cons of the different methods – and try not to giggle too much at the memory of a certain large institution 'inventing' goals based advice a few years back. Nathan's email address is [email protected] and Jordan's is [email protected]. Both are active (too active?) on LinkedIn, and encourage you to leave any comments, complaints or notes over on the CTS LinkedIn page too.