During a discussion about goals-based advice at a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said:
"The value of a financial adviser is helping the client define and achieve goals, helping them to trade-off between different goals and keeping them accountable for them. It's not the Statement of Advice or the products; it's the mentoring and the relationship. That's what I think is missing from a lot of advice," he said.
Jamie Williamson - Financial Standard