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Show Notes
In this episode of the ifa Show, multi-award-winning adviser Hugh Robertson joins host Sarah Kendell to discuss his practice's goals-based approach to advice and investment and the benefits of being part of a cooperative licensee model.
Hugh unpacks how the concept of goals-based advice has evolved over the years and what practices can do to effectively tie clients' values to their investment strategy, keeping them on track to achieve long-term goals that are important to them.
He also looks at the process of setting up a boutique adviser cooperative that can allow practices to be more in control of their own destiny from a licensing perspective, and gives his thoughts on how the advice industry will emerge from the current challenging period.