Do we need different advice models for different clients?
AFA News 6 November 2020. “At the moment there seems to be a game of musical chairs inside the industry, are we going to face the time where we don’t have enough good people coming into the industry; have we explained our industry well enough to people?” Andrew Inwood poses these questions and many others as he facilitates this wide ranging discussion with the Licensee Panel at AFA VISION Virtual Conference. The Licensee Panel comprising Darren Whereat, Chief Advice Officer IOOF; Kate Anderson, Group Executive Advice Services & Solutions Centrepoint Alliance and Allison Dummett, CEO, Matrix Planning Solutions discuss some of the big issues facing Licensees and how they support the adviser community.
The panel deep dives into issues around business growth for advisers, ways to reduce the cost of advice and what is the role of a Licensee in today’s world. The panel give their candid views on what will drive business growth, different advice models that may increase engagement and what impact technology should have in the adviser’s business.
Members wishing to watch the Licensee Panel (and who have not previously registered for conference) can register for the on-demand conference content at a reduced rate by visiting the conference website here.
Issued 06.11.2020. AFA News