Steven Fox CFP on Building an Advice-Focused Financial Planning Model
Financial advisors face a persistent tension: the more they grow their business, the harder it becomes to give each client the depth of attention they deserve. Many respond by hiring junior planners, layering on technology, or narrowing the range of clients they serve. A smaller group takes a more radical step: they change the entire model of how they deliver advice. Steven Fox CFP is someone who has made that shift, moving from a traditional commission-based practice to an