How An Advice Framework Can Boost Serviceability The Ifa Show podcast

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How an advice framework can boost serviceability

6d ago 26:09

MP3•Главная эпизода

In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently completed PhD – focusing on six critical barriers: professionalism, trust, engagement, comprehension, costs, and serviceability. Neilson discusses the role of technology in improving efficiency in the advice process and the need to outsource administrative tasks to increase client capacity and reduce the cost to serve.

Listen as they discuss:

The key barriers impacting financial advisers.
How firms can act to reduce the cost of advice.
The perception of financial advice as a profession.

261 эпизодов

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