25MDRT-20V: “Would You Do This to Your Mother?”: The Ethics of Advice

English Focus Session

Using practical, real-life examples, Hunt and Scott examine the ethical considerations and trade-offs financial advisors must make when providing advice to clients. Gain insights on individual autonomy, client personality and pricing for advice while engaging with activities, thought-provoking case studies and peer-to-peer learning. - Katherine Hunt; Jeffrey Scott, CFP, Ph.D.