Before financial products became a massive business, financial advice – and the advisor who granted it – had a very different role. Working in small communities or big cities, they were up there with your doctor and your lawyer as part of your trusted team, planning for and celebrating the good times with you and helping through the bad times.
In the 20th century, as the “pay for product” model took root and flourished, financial advice became all about asset selection, except for the very wealthy with enough assets to command personalized, holistic advice as an additional service. With the rise of the fiduciary, fee-only model, a new wave of service offerings and client relationships in the financial advice industry are focused on a more holistic approach – and they are available to everyone.
In today’s complicated world, the total value that financial advisors can bring to the table is significant. Financial... ...
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