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A New Era of Advice
Guest: Paul Birch, Principal of Pacific Wealth
Duration: 21:13
Date Recorded: 7 April 2020
In this episode of our Certainty Advice Podcast, my guest Paul Birch, Certainty Adviser & Principal of Pacific Wealth, shares his thoughts on the end of the 'product era' and the emergence of the new 'path-based era' and what that means for advisers and their advice clients. Financial advice will be better in the longer term, but in this transition phase some of Paul's insights will assist.
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By Jim Stackpool - Founder Certainty Advice GroupGuest: Paul Birch, Principal of Pacific Wealth
Duration: 21:13
Date Recorded: 7 April 2020
In this episode of our Certainty Advice Podcast, my guest Paul Birch, Certainty Adviser & Principal of Pacific Wealth, shares his thoughts on the end of the 'product era' and the emergence of the new 'path-based era' and what that means for advisers and their advice clients. Financial advice will be better in the longer term, but in this transition phase some of Paul's insights will assist.