While outsourced paraplanning is becoming increasingly popular, advisers should be aware of the risks involved in sending these duties overseas, a business consultant has warned.
Outsourced paraplanning is catching on as advisers seek to clear their desks of paperwork, but experts warn you need to get the arrangements right.
As Australia looks to have successfully flattened the curve of coronavirus infections, thoughts now turn to how the economy, the financial services sector and the advice industry will be reshaped in the aftermath of the crisis. Join a panel of industry …
UNHAPPY CLIENTS SWITCHING ADVISERS FOLLOWING CRISIS
ANNUAL OPT-IN TRANSITION OFFERS UP-SELL OPPORTUNITY
COVID-19 AS A CATALYST FOR POSITIVE CHANGE
The Client Experience Workshop equips you with the essential skills and knowledge to provide the best possible experience to your clients.
Communication that conveys approachability and flexibility to become the “go-to” during your client’s financial decision-making process will be crucial.
Learning how to stand out from the crowd is a great way to grow your business.
The second episode of WoWcrowd led by Garry Lyon, former Captain of Melbourne Football Club and awarded media personality aired on Wednesday 9 December.