Utilising the ‘ethical lens’ to drive business practices
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Utilising the ‘ethical lens’ to drive business practices
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In this episode of The ifa Show, host Keith Ford is joined by Natallia Smith, the director and principal financial adviser of TruWealth Advice, to explore how ethics have shaped her firm at a foundational level and the benefits of self-licensing in giving her control to make business decisions grounded in ethical practices.
Touching on a hot topic for the profession, Smith shares her views on advice charging models, explaining why she believes fixed dollar-based fees are more ethical than asset-based fees.
Listen as they discuss:
- Why the separation of product and service is so important in financial advice.
- The need for more female representation within the profession.
- How ethics impacted her decision to develop a niche client base.
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