by Jim Stackpool | Oct 20, 2024 | Advice is not a Product, Advice Products, advisers v distributors, AI, Best Interests, Conflict of Interest, Future of Financial Advice, Hayne Royal Commission, LIfe Choices, Separation of advice from product, Serve the Greater Good, Value of Advice, Value Proposition
$88 Advice? Welcome to the future. Financial providers are releasing new advice offerings in response to the first tranche of the Delivering Better Financial Outcomes legislation. An annual $88 will give Colonial First State (sorry, firewalled) superannuation members...
by Jim Stackpool | Oct 5, 2023 | Advice Clients, Advice is not a Product, advisers v distributors, best practice, Financial Paths, Future of Financial Advice, Rugged Individualist, Value of Advice, Value Proposition
How do advisory firms methodically create and manage deep client trust? While protecting profitability and reducing dependency, building advice platforms and skills for advice teams to build deep trust in their client relationships is the third of six principles...
