The 5 Trends In Progressive Financial Advice #273

from Informed Decisions Independent Financial Planning & Money Podcast

I was fortunate to attend FutureProof last week, the world's biggest Wealth Management and Financial Advice conference, attended by c3,000 Financial Advisors. It was held in L.A, California and so was attended mostly by US and Canadian advisors and institutions. And given US/Canada are probably 15 years ahead of us in progressive advice in clients' interests, it is a great place to get ideas and inspiration as to how best serve clients here in Ireland. This week, you benefit from some of that inspiration; where I share the top 5 trends that I observed from being immersed in FutureProof for 3 days

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This episode was published on September 18, 2023.

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