Lumiant's CEO, Santiago Burridge, hosts ex-Shadforth founding director, Principal at Global Adviser Alpha and The Life-First Advisor author David Haintz and ex-Shadforth GM and CEO of Peloton Partners, Rob Jones, in a discussion on the tipping point we've hit in financial advice. David discusses where advice needs to transition to if it is to be the profession it deserves to be.
Rob talks about how we need to better price the intangible value of advice, positioning fees as an investment for clients to live their best life.
To learn more about Lumiant, visit www.lumiant.com.au.
To learn more about Global Adviser Alpha, visit www.globaladviseralpha.com.
To learn more about Peloton Partners, visit www.pelotonpartners.com.au.