How An Advice Framework Can Boost Serviceability The Ifa Show podcast

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Innhold levert av The ifa Show and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The ifa Show and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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How an advice framework can boost serviceability

4M ago 26:09

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Innhold levert av The ifa Show and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The ifa Show and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

… continue reading

274 episoder

#Trading #Business #Advice #Australia #Cash #Finance #Financial #Income #Money #Momentum Media #Adviser #Ifa

Artwork

How an advice framework can boost serviceability

0-10 subscribers

published 4M ago

Del

MP3•Episoder hjem

Innhold levert av The ifa Show and Momentum Media. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The ifa Show and Momentum Media eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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.

… continue reading

274 episoder

#Trading #Business #Advice #Australia #Cash #Finance #Financial #Income #Money #Momentum Media #Adviser #Ifa

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