Over the past few years, there have been sweeping reforms aimed at redefining financial advice as a profession. But what does that actually mean in practice? What is the position advisers should be occupying in people’s lives, and how can they demonstrate that to consumers at a time when the industry appears to be in crisis?
According to longtime advice champion, AIA Australia’s Pina Sciarrone, the role of adviser must become more holistic in its scope – considering how a clients’ financial circumstances impact every aspect of their lives. This ebook, which also features client behavioural insights from Griffith University professor Sharyn Rundle-Thiele, discusses just how advisers can do that.
Download the guide today to hear how you can transform your business and stand out from the pack.