Selling peace of mind: CEOs chat flat-fees and added value

Loading player...
In this podcast New Model Adviser editor Will Robins gets stuck into the fee debate, interviewing two financial planning CEOs: Alan Smith of Capital Asset Management and Barry Horner of Paradigm Norton. Smith is a renowned advocate of flat-fees and not afraid to ruffle feathers with his criticism of percentage charging. Horner meanwhile is keeping his options open, offering clients the choice of how they want to pay.

More important than how firms charge, says Horner, is that advice businesses succeed in articulating the value added to client’s lives. Listen on to hear their forthright views, and the unexpected result when a client told Horner he had been undercharged.
23 Aug 2019 English United Kingdom Business · Investing

Other recent episodes

What the FCA thinks about the future of AI in advice

Kate Blatchford-Hick, head of consumer investments policy and market analysis at the FCA, tells Citywire what the regulator sees as the main risks and opportunities about using AI across the financial advice sector.
30 Oct 14 min

How Openwork’s DFM protects clients against equity market shocks

Long-dated government bonds have experienced several peaks since the beginning of October. In this episode of Citywire's Advice Show, Patrick O’Donnell, chief investment strategist at Omnis Investments, believes equity investors have little reason for concern at this point.
21 Oct 17 min