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Financial Planning Foundations

The Big Question #7: Why Doesn’t Everyone Do It That Way?

This Big Question episode addresses why a planning-first, fiduciary approach isn't the industry norm. It contrasts Presilium's method, starting every relationship with a financial plan, against more product- or sales-driven models common across the wealth management industry.

Cullen MartinDecember 27, 2023The Big Question #6

This Big Question episode addresses why a planning-first, fiduciary approach isn't the industry norm. It contrasts Presilium's method, starting every relationship with a financial plan, against more product- or sales-driven models common across the wealth management industry.

Key takeaways

A planning-first, fiduciary approach is not the industry default.
Many firms emphasize products or sales over comprehensive planning.
Presilium starts every relationship with a financial plan.
Understanding the difference helps clients choose the right advisor model.

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Financial Planner · CFP®

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