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.
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.
Listed Australian Financial Services Group, InterPrac, has added Dynamic Asset Managed Account portfolios to their Approved Product List (APL).
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?
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).
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.
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.
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.
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.
