19 - Onboarding Pt1 - Getting To Know You
TRAP: The Real Adviser Podcast
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The Balance Between Disclosure and Disclosure
I think overloading clients with fee information is detrimental because, you know, one of our jobs is to remove their financial anxiety and not add to it. And even the disclosure we see is sometimes not full disclosure. I have seen DFM's have like a 28 page report and section nine's about fees and honestly it's blank. It just seems to me that there are some organizations just kind of playing a little bit fast and loose with the rules and just doing as little as they can. Whilst the rest of us, good guys are doing the right thing. We disclose that you're right. Pounds and pens and every regulated piece of work that we do.
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