Consumer Duty and the Evolution of Ongoing Financial Services: Meeting Clients Where They Are
Are your clients paying for services they don’t need?
Consumer Duty is prompting a rethink of ongoing service models—and rightly so.
At the Academy of Life Planning, we’ve long championed a flexible, client-led approach. From low-cost, self-managed support via Planning My Life, to in-depth one-to-one guidance through Financial Life Coach, our clients can dial services up or down as life changes.
This is financial planning done with people, not to them.
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