TRAP: The Real Adviser Podcast cover image

48 - The Greatest Scandal Of All

TRAP: The Real Adviser Podcast

00:00

The Importance of Compliance and Ethical Financial Planning

This chapter delves into the necessity of adhering to central bank regulations and compliance in financial planning, stressing the value of engaging in constructive conversations with clients to identify short and long-term financial goals. It discusses the complexity in determining client portfolios, the ethical issues of designing portfolios based on perceived risk tolerance, and the significance of empowering clients with financial knowledge to shape their financial future responsibly.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app