professional competency

Often advisers forget how valuable the service bit is in their “professional service” business. Everyone has heard some story about how a business did well from going the extra mile for a customer…but rarely do…

Professional competence is now a clearly demonstrable thing isn’t it? Or is it? Can an adviser be considered as having competence and incompetence simultaneously? I think so. Competence has been a primary focus of regulatory…

The incessant debate about whether financial advice can be called a profession or whether it is an “industry” keeps rolling along and mostly the debate is within the industry. Those who are not financial advisers…