Sensible Investing Logo
Subscribe

Acuity

[mediatitle]
  • Description
  • Share

Acuity Volume 24: The Hidden Value Of Great Financial Planning

March 09, 2015
Share your comment
3167 views

"A man who does not plan long ahead will find trouble at his door." - Confucius

The equation between the value that a client receives and the fees that they pay needs to make sense. Yet, because the benefits of good advice often materialise in the far-off future, it is sometimes easy to miss, or dismiss, the value received along the way. Market noise, emotions and periods of what may seem like inactivity on an adviser’s behalf, can also impact on the perception of value.

This volume of Acuity is a reminder of the seen and, as importantly, the often unseen or unappreciated value that a great financial planning firm can deliver to its clients.

Download Document

Share this

Please share this content using any of the share buttons below. Please see this page for guidelines on embedding videos and other content in your own website or online marketing.

Share your comment

* Required
Name *
Email Address
Share your comment *
Privacy Policy
Submit

Explore