Investment Advice is not a Commodity
And it's the most underappreciated part of your business
An Alphabet Soup of Options
I have noticed a great deal of debate over the term ‘advice only.’ The ‘advice only’ model is to only offer financial planning without offering investment implementation support. I suspect the aim is to differentiate one’s practice from advisors charging a percentage of AUM.
Differentiation is great. And I love the various bus…
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