--- title: Dynamic Asset Adviser Articles | client satisfaction description: client satisfaction | The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing and managed investment services. If you're a financial adviser who is looking for an alternative to conventional managed superannuation and other investments, subscribe to receive regular updates. It's time for a better way. --- [![Dynamic_Asset](https://www.dynamicasset.com.au/hs-fs/hubfs/DynamicAssets/logos/Dynamic_Assets.png?width=700&name=Dynamic_Assets.png "Dynamic_Asset")](https://www.dynamicasset.com.au) ![home-banner](https://www.dynamicasset.com.au/hs-fs/hubfs/DynamicAssets/images/home/home-banner.jpg?width=1920&name=home-banner.jpg "home-banner") # ARTICLES [![Satisfied financial adviser clients ](https://www.dynamicasset.com.au/hubfs/Clinet%20Satisfaction%20Framework%201200ox.jpg) ](https://www.dynamicasset.com.au/adviser-articles/the-client-satisfaction-framework-for-financial-advisers) ## [The Client Satisfaction Framework for Financial Advisers](https://www.dynamicasset.com.au/adviser-articles/the-client-satisfaction-framework-for-financial-advisers) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 16 Nov, 2022 | [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [Adviser solution](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-solution), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management) - [Tweet](https://twitter.com/share) Successful financial advisers require a rare mix of technical and interpersonal skills. A significant part of the client experience is created by how you structure engagement to ensure a positive client journey. One that is empathetic, informative, understood, and pinpoint-focused on their unique circumstances. [Read More](https://www.dynamicasset.com.au/adviser-articles/the-client-satisfaction-framework-for-financial-advisers) [![Helping Investors Make the Right Choices in Challenging Times](https://www.dynamicasset.com.au/hubfs/Good%20Decisions%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/helping-investors-make-the-right-choices-in-challenging-times) ## [Helping Investors Make the Right Choices in Challenging Times](https://www.dynamicasset.com.au/adviser-articles/helping-investors-make-the-right-choices-in-challenging-times) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 27 Oct, 2022 | [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management) - [Tweet](https://twitter.com/share) All advisers know that difficult client conversations follow when market and economic conditions are most challenging. This article seeks to help advisers clarify their thought processes and approach to managing client decision-making in times of market turmoil.  [Read More](https://www.dynamicasset.com.au/adviser-articles/helping-investors-make-the-right-choices-in-challenging-times) [![InterPrac has added Dynamic Asset Managed Account portfolios to their Approved Product List (APL).](https://www.dynamicasset.com.au/hubfs/Untitled.jpg) ](https://www.dynamicasset.com.au/adviser-articles/interprac-adds-dynamic-asset-portfolios-to-approved-product-list) ## [InterPrac adds Dynamic Asset Portfolios to Approved Product List](https://www.dynamicasset.com.au/adviser-articles/interprac-adds-dynamic-asset-portfolios-to-approved-product-list) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 01 Jun, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution), [Approved Product List](https://www.dynamicasset.com.au/adviser-articles/tag/approved-product-list) - [Tweet](https://twitter.com/share) Listed Australian Financial Services Group, InterPrac, has added Dynamic Asset Managed Account portfolios to their Approved Product List (APL). [Read More](https://www.dynamicasset.com.au/adviser-articles/interprac-adds-dynamic-asset-portfolios-to-approved-product-list) [![How to differentiate your financial advice business](https://www.dynamicasset.com.au/hubfs/Differentiate%20Blog%20130521%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/the-value-of-differentiating-your-advice-business) ## [The value of differentiating your advice business](https://www.dynamicasset.com.au/adviser-articles/the-value-of-differentiating-your-advice-business) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 17 May, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution) - [Tweet](https://twitter.com/share) When prospective clients ask why they should choose your advice firm over another, are you able to provide them with a compelling reason that clearly makes you stand out from the competition? [Read More](https://www.dynamicasset.com.au/adviser-articles/the-value-of-differentiating-your-advice-business) [![Managed Accounts surge](https://www.dynamicasset.com.au/hubfs/Social%20%28LkdI,%20FB,%20Twtr%29%201200%20x%20628-May-10-2021-10-30-05-06-AM.png) ](https://www.dynamicasset.com.au/adviser-articles/managed-accounts-surge) ## [Dynamic Asset continues to build supporters as COVID drives managed accounts surge](https://www.dynamicasset.com.au/adviser-articles/managed-accounts-surge) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 10 May, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution) - [Tweet](https://twitter.com/share) Dynamic Asset Consulting recently announced that privately-owned financial adviser dealer group Finchley & Kent has added the Dynamic Asset Managed Account and investment management solution to its approved product list (APL). [Read More](https://www.dynamicasset.com.au/adviser-articles/managed-accounts-surge) [![How to choose the best managed account solution](https://www.dynamicasset.com.au/hubfs/DA%20image%20size%20tempate.jpg) ](https://www.dynamicasset.com.au/adviser-articles/how-to-choose-the-best-managed-account-solution) ## [How to choose the best managed account solution](https://www.dynamicasset.com.au/adviser-articles/how-to-choose-the-best-managed-account-solution) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 21 Apr, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution) - [Tweet](https://twitter.com/share) Once you've determined that your financial advice firm would benefit from the efficiency and transparency of a Managed Account solution, or you're simply starting to explore options, then the next step is to find a platform that will meet the unique needs of your business and clients.  [Read More](https://www.dynamicasset.com.au/adviser-articles/how-to-choose-the-best-managed-account-solution) [![How the right investment portfolios help advisers with client goal matching](https://www.dynamicasset.com.au/hubfs/Social%20%28LkdI,%20FB,%20Twtr%29%201200%20x%20628-3.png) ](https://www.dynamicasset.com.au/adviser-articles/investment-portfolios-and-client-goal-matching) ## [How the right investment portfolios help advisers with client goal matching](https://www.dynamicasset.com.au/adviser-articles/investment-portfolios-and-client-goal-matching) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 16 Apr, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management) - [Tweet](https://twitter.com/share) Regulators are increasingly asserting that financial advisers must provide solutions that directly meet their clients' financial goals. At the same time, investors are demanding a better customer experience and more personalised services. [Read More](https://www.dynamicasset.com.au/adviser-articles/investment-portfolios-and-client-goal-matching) [![Financial product and distribution obligations](https://www.dynamicasset.com.au/hubfs/1200%20x%20628%20px%20Facebook,%20Twitter.png) ](https://www.dynamicasset.com.au/adviser-articles/get-ahead-in-meeting-new-financial-product-obligations) ## [GET AHEAD IN MEETING NEW FINANCIAL PRODUCT OBLIGATIONS](https://www.dynamicasset.com.au/adviser-articles/get-ahead-in-meeting-new-financial-product-obligations) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 27 Feb, 2020 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [compliance](https://www.dynamicasset.com.au/adviser-articles/tag/compliance), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [financial product](https://www.dynamicasset.com.au/adviser-articles/tag/financial-product) - [Tweet](https://twitter.com/share) New consumer-centric financial product and distribution obligations from April 2021 offer astute financial advisers an opportunity to not only meet the requirements, but to gain an edge in achieving superior client outcomes and improve their business practices. [Read More](https://www.dynamicasset.com.au/adviser-articles/get-ahead-in-meeting-new-financial-product-obligations) [![Social (LkdI, FB, Twtr) 1200 x 628-2](https://www.dynamicasset.com.au/hubfs/Social%20%28LkdI,%20FB,%20Twtr%29%201200%20x%20628-2.png) ](https://www.dynamicasset.com.au/adviser-articles/how-goals-based-investing-creates-positive-investor-psychology) ## [How Goals Based Investing creates positive investor psychology](https://www.dynamicasset.com.au/adviser-articles/how-goals-based-investing-creates-positive-investor-psychology) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 26 Aug, 2019 | [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [investment approach](https://www.dynamicasset.com.au/adviser-articles/tag/investment-approach), [Goals Based Advice](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-advice), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction) - [Tweet](https://twitter.com/share) Investors are more knowledgeable about the market and their portfolios than ever before. They can see that not all is right in the world and there is an air of fear and doubt sweeping through many financial conversations. [Read More](https://www.dynamicasset.com.au/adviser-articles/how-goals-based-investing-creates-positive-investor-psychology) [All posts](https://www.dynamicasset.com.au/adviser-articles/all) ### ABOUT THIS PAGE The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing, capital growth, capital protection and managed investment services. If you're an investor or a financial adviser, subscribe to receive regular updates. 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