Building a real business in the professional advice market

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I concluded my second article in this series (Goals Based Planning – more than just a label – Adviser voice 9th July) by alluding to the staggering commercial gains I was witness to at IPAC Securities…a business that uniformly adopted a GBP process in the late 90s.  To refresh your memories, please see below. For […]

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Goals based planning – more than just a label

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I concluded my earlier article (What’s in a name – Adviser voice 26th June) by flagging goals based planning (GBP) as an alternative financial planning process to the dominant yet flawed straight line risk based approach. To refresh your memory, the diagram below depicts the goals based planning (GBP) process. As you can see, GBP […]

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What’s in a name?

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Let me start by thanking AdviserVoice for giving me a forum to express some long held beliefs and views about the financial planning industry, its practises and institutions. AdviserVoice should be commended for resisting the current trend among the financial press to editorialise the content on the site, and for that reason alone, AdviserVoice deserves […]

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