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The Changing Face of Financial Advice
A synopsis of the research by Glenis Phillips
This synopsis presents seven recent reports which will help you understand how to prepare and prosper with the tsunami of changes which are going to change the face of your practice forever.
Full Service advice is unaffordable for most, and scaled advice won’t be economic for the adviser with the traditional structured practice.
The new adviser should become a coach and source of reassurance for clients, assisting them to achieve their individual goals.
Be time efficient by having your client present with reports detailing all their finances, cash flows and future investments over the next 5-years.
You could instantly spot where your tax and general advice would help your client.
Is business dead after the recent legislation changes? Not necessarily! When members of the public purchase real estate, the buyer knows there is a stamp duty impost.
They probably don’t consider additional loan establishment and mortgage insurance too much, just look at it as a cost of doing business.
Until now there has not been the ability to offer scaled financial advice to the mass market. Robo advisers show that generic investment placement with automatic portfolio optimization suits many.
Automation is not only inexpensive investing for the masses, but provides easy on-line accessibility, demonstration and result monitoring.
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