For 10 years I have been critical of the “sales” approach to financial advice. I am grateful for the time I’ve taken to learn my craft from “service” oriented advisers, they paid me to learn, and always focusing on quality advice in my clients best interest makes me proud.

Hopeful the sun sets today on the old “salesy” financial advice ways, and brings to an end the greed that has been present. It will be interesting to see what actions come out of the release of the RC findings.

Give me a call if you need help, I offer an obligation free 20 minute discovery call.

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