Premium Wealth Management has employed a consultant to improve the effectiveness of its planners’ individual websites.
The dealer group has partnered with innergi to roll out the 'Financial Knowledge Centre' to its financial planning practices.
According to innergi's website, the Knowledge Centre contains “videos, quizzes, articles, activities, learning modules, calculators, newsletters and many other educational and motivational tools”.
The innergi platform can be completely branded in line with each individual practice and represents an add-on to a financial planning website, according to innergi co-founder Robert Skinner.
He added that the Knowledge Centre does not replace a personal media strategy – but it can enhance an existing strategy, freeing up planners to concentrate on their customers.
“An adviser should be focused on seeing and servicing clients, and not on creating a massive online resource”, said Skinner.
Premium chief executive Paul Harding-Davis said the Knowledge Centre was a great addition to his group's practices, and “a tangible addition to the client service proposition”.
The innergi platform also has an administration portal, which allows individual advisers to add or remove content from their websites.
SUBSCRIBE TO THE IFA DAILY BULLETIN
News
- 16 Nov 2018Government sets $51m to pursue misconductBy Eliot Hastie
- 16 Nov 2018The financial advisers most people don’t read aboutBy James Mitchell
- 16 Nov 2018Clients expect advisers to understand their situationBy Eliot Hastie
- 16 Nov 2018Retirees hit hardest by franking credit changes, says FSCBy Sarah Simpkins
- 16 Nov 2018Trust in advice more important than everBy Stephanie Aikins
- 15 Nov 2018We’ll lose advisers through FASEA but it’s necessaryBy Adrian Flores
- view all
