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Goals Based Advice Podcast


Dec 25, 2019

In this episode, we chat with Duncan McPhearson and discuss the need for both ongoing relationship advice and transactional advice, for different clients at different stages in their lives.
We also chat about how the FASEA Code of conduct affects their business, and ideas around "General Advice" and "Behavioural Finance"

You can hear our conversation with Duncan and while you’re at it, why not subscribe to hear our future conversations as soon as they’re released.

If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com