‘Super Boutique’ — the Value Proposition

At the IFA Client Experience workshop in August, Stephen Prendeville from Forte Asset Management described the advice firm of the future as the ‘Super Boutique’. The ‘Super Boutique’ is self-licensed, educated, transparent, compliant, digitally fluent and comes to market with a strong value proposition.  A strong value proposition, in my opinion, is where a lot … Continue reading ‘Super Boutique’ — the Value Proposition