Research shows that only 52 per cent of clients completely trust their adviser, while 29 per cent say they “somewhat” trust them. As a financial adviser, how do you build trust with your existing clients and potential new ones from the get-go? This session explores […]
We’ve established that it’s no longer possible for advisers to focus solely on investment management. Advisers need to be flexible for clients and evolve with them, expanding on their services to be able to help a customer at all points in financial decision-making. Our research […]
Communicating the value of advice and managing expectations around what advice is worth has long been an ongoing industry challenge. Meanwhile, research continues to show clients wanting clear communication, help in making key financial decisions and to be able to have confidence that the advice […]
Steve has seen first-hand the advisers that are excelling at satisfying customers and displaying value. They all have something in common: through the pandemic, they saw satisfaction from their clients skyrocket due to communication, stepping up engagement strategies and providing support to their clients that […]
After appearing at the Adviser Innovation Summit 2020, Talking Money’s Melissa Meagher delves into the specifics of money coaching and how planners can offer this as a complement to their existing services on this episode of the ifa Show. Melissa shares some of the specifics […]
In spite of pandemic-induced job and income losses, the mortgage market has been experiencing a surprising boom thanks to record low interest rates and flat property prices. In this episode of The ifa Show, host Sarah Kendell is joined by Anthony Landahl, the managing director […]
Some advisers are managing to turn the coronavirus crisis into an opportunity to improve their business models. Kim Payne, managing director of 9rock Consulting, joins host Sarah Kendell in this episode of The ifa Show for a timely discussion about how advisers can create profitable new […]
At its core, innovation is the ability to make changes that creates value. It has never been more important for advisers to innovate the way they deliver their advice. We will not return to business as usual and old methods of acquiring and servicing clients […]
In a post-COVID world where the future of the workplace will ultimately evolve, there will be a new face of client experience and engagement. In this session you will gain insights on how to drive value by implementing data and analytics into your core business […]
Gain insights on how to cultivate a network that can help to foster your advice practice. Melissa Meagher will share her journey as a previous financial adviser and her motivations for developing her money coaching business. Melissa explores the interpersonal and emotional side of financial […]
