Affinia launches customer-centric advice campaign
TAL-owned dealer group Affinia Financial Advisers has launched a thought leadership campaign to assist advisers create business models that put clients front and centre.
In a statement issued yesterday, Affinia chief executive Craig Parker said the risk-focused licensee aims to help advisers avoid simply “paying lip service” to the concept of client/customer centricity and actually implement progressive models, without having them enforced by government.
“If this industry is going to truly change and be a profession that genuinely embraces customer centricity, we should not have to wait for regulation to drive behaviours and actions,” Mr Parker said.
“The advice community should stand up and self-regulate, and impose high standards to ensure we deliver the confidence for consumers to embrace the advice profession as we seek to help more Australians obtain the financial advice and protection they need.”
The campaign, which kicked off yesterday, will see the group showcasing leadership examples within the Affinia network that other advisers can learn from.
“We are sharing this not only within our own network but the wider advice community to contribute to its ongoing and evolving professionalism,” Mr Parker said.
“This is about engaging the community in a conversation about how we deliver on the promise of advice for the end-customer.”
Bravura to acquire Midwinter for $50m
Bravura Solutions has announced it has entered an agreement to acquire financial...
IRESS records 10% profit growth in 1H19
Advice software provider IRESS noted significant revenue growth in its APAC fina...
FPA members to be given education discounts
The Financial Planning Association of Australia has teamed up with five higher e...