Humanity in Financial Advice
Steve Bentley BA CFP
Managing Principal CFP ?? NORTHERN RIVER Financial ?? HUB Financial ?? 100MenWR ?? Friends of Algonquin Park ?? Wildlife Photographer Rehab ?? NORTHERN RIVER Images
Prudent financial advisors are always evaluating and re-envisioning their business practices to ensure they are current, relevant, and offering the best to their clients. This has been even more important in the past few years and moving forward. Traditional money management is undergoing some of the most in-depth criticism and analysis then we have ever seen. Well, at least from this 53-year old’s perspective.
Government and regulators have introduced, and are contemplating serious changes to the fundamental ways we conduct our business, interface, and represent our clients, and are paid. They are various camps of opinions but the prudent advisors in the crowd are staying ahead of this curve. Over the next few months, I will be considering this topic and sharing some sage advice on how it is impacting our company and the industry in general. Our clients need to be aware and this is one forum by which we will share it...