This video explains how the relationship between the client, the financial adviser, and the product provider works.
Financial products, like insurance, mortgages, or investments are a solution to a problem. It’s important to go through the advice process so you can understand where your financial weaknesses lie and find a solution to your particular problem.
Understanding the myriad of financial products in the market and the different product providers available is complicated. That’s why it makes sense to work with an adviser you can trust.