The phrase "advice process" refers to a structured way of seeking and giving guidance or suggestions. It involves sharing knowledge, ideas, and expertise among individuals to make informed decisions. Full definition
You can use this tool at any stage of the financial advice process, and you can return to it at any time. (moneysmart.gov.au)
So long as you very carefully explain the process and make sure you always give your best impartial advice the process is straight forward and you can still remain loyal to both sides. (remonline.com)
Our financial advice toolkit explains the steps involved with each stage of the financial advice process - from preparing to meet an adviser, through to reviewing and implementing financial advice. (moneysmart.gov.au)