Between Meetings with Matt Heine cover image

Ep 70: The true cost of independent wealth advice – Steve Tucker

Between Meetings with Matt Heine

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We're on to Something

Early on, it was clear that we had a proposition that really resignated with clorence. The key issued for us was clorence had worked out that for those who could understand the complicated system of getting advice in this country, they were starting to work out that independent advice was going to be the best way to get it. I remember we won a big client, one of our first really large family clients, and they had a committee that was making the decision on behalf of the family. And he said, very obviously, it's because you're independent, right? He said, but secondly, it'sBecause our client thinks they'll be very important to you. That's

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