Keeping the human connection in a sector driven by technology

Recorded live at the IFA convention 2018, ifa editor James Mitchell catches up with netwealth’s Nick Mitchell, Experience Wealth’s Steve Crawford and Sufficient Fundz’ James Millard to delve into the impact that technology has had on customer service in financial advice.

podcast

podcastNovember 07, 2018By

Find out how these advisers maintain a human connection in a world dominated by emerging technology platforms, the concept of financial wellbeing and why customer needs should always come first.
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href="https://www.theadviser.com.au/better-business-summit-and-awards/" target="_blank">Better Business Summit & Awards</a></li> <li><a href="https://www.brokerdaily.au/mortgage-business-awards/" target="_blank">Broker Daily Business Awards</a></li> <li><a href="https://www.lawyersweekly.com.au/corporate-counsel-summit/" target="_blank">Corporate Counsel Summit & Awards</a></li> <li><a href="https://www.cyberdaily.au/australian-cyber-security-summit-and-awards/" target="_blank">Cyber Security Summit & Awards</a></li> <li><a href="https://www.defenceconnect.com.au/budget-lunch/" target="_blank">Defence Connect Budget Lunch</a></li> <li><a href="https://www.defenceconnect.com.au/dsr-summit/" target="_blank">Defence Connect DSR Summit</a></li> <li><a href="https://www.fundmanageroftheyear.com.au/" target="_blank">Fund Manager of the Year Awards</a></li> <li><a href="https://www.ifa.com.au/excellence-awards/" target="_blank">ifa Excellence Awards</a></li> <li><a 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msgBuffer); // convert ArrayBuffer to Array const hashArray = Array.from(new Uint8Array(hashBuffer)); // convert bytes to hex string const hashHex = hashArray.map(b => ('00' + b.toString(16)).slice(-2)).join(''); return hashHex; } jQuery('#mc-embedded-subscribe-form').submit(function(){ var email = jQuery(this).find('input[type=email]')[0].value; if(ValidateEmail(email)) { // sha256(email).then(function(hash){document.cookie = "mcEmail="+hash;}); sha256(email).then(function(hash){document.cookie = "mcEmail="+hash; jQuery("#mce-MMERGEEM").val(hash); jQuery('#mc-embedded-subscribe-form').unbind(); jQuery('#mc-embedded-subscribe-form').submit(); }); } return true; }); jQuery('.fabrikForm').click(function() { var formID = this.id; formID = formID.replace ( /[^\d.]/g, '' ); jQuery(this).find('input').each(function(){ var element = jQuery(this); var label = jQuery("label[for='"+element.attr('id')+"']").text(); // console.log(label); var placeholder = element.attr('placeholder'); 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#eee; } /* On mouse-over, add a grey background color */ .fabrikForm .container:hover input ~ .checkmark { background-color: #ccc; } /* When the checkbox is checked, add a blue background */ .fabrikForm .container input:checked ~ .checkmark { background-color: #2196F3; } /* Create the checkmark/indicator (hidden when not checked) */ .fabrikForm .checkmark:after { content: ""; position: absolute; display: none; } /* Show the checkmark when checked */ .fabrikForm .container input:checked ~ .checkmark:after { display: block; } /* Style the checkmark/indicator */ .fabrikForm .container .checkmark:after { left: 9px; top: 5px; width: 7px; height: 13px; border: solid white; border-width: 0 3px 3px 0; -webkit-transform: rotate(45deg); -ms-transform: rotate(45deg); transform: rotate(45deg); } </style> <script type="text/javascript"> jQuery(document).ready(()=>{ jQuery("form.fabrikForm label.checkbox").addClass("container"); jQuery("form.fabrikForm label.checkbox span").addClass("checkmark"); jQuery("form.fabrikForm label.checkbox").prepend(jQuery("form.fabrikForm label.checkbox span").text()); jQuery("form.fabrikForm label.checkbox span").text(""); }); jQuery(document).ready(()=>{ var observerAjx=function(id, data){ let observer = new IntersectionObserver(function(entries) { if (entries[0].intersectionRatio > 0) { let request = { 'option': 'com_ajax', 'plugin': 'ajaxmodule', 'module_name': `${data.modname}`, 'module_type': `${data.modtype}`, 'format': 'json' }; jQuery.ajax({ type: "GET", url: "/?" + jQuery.param(request), success: function(response) { jQuery('#'+id).html(response).removeClass(data.rcal) .removeAttr('style') .find('div:first').removeClass(data.rcor);; } }); observer.unobserve(entries[0].target); } }, { threshold: [0] }); observer.observe( document.getElementById(id) ); } jQuery('.ajaxv2-element').each(function() { let data = jQuery(this).data(); observerAjx(jQuery(this).attr('id') ,data); }); }); </script> <script> function zonesIsMobile() { if(/Android|webOS|iPhone|iPad|iPod|BlackBerry|IEMobile|Opera Mini/i.test(navigator.userAgent)) { return true } return false; } if (zonesIsMobile()) { const gutters = document.getElementById("b-gutterzone-zoneunit"); gutters.remove(); const popup = document.getElementById("mmk-popup-screen"); popup.remove(); // const leaderboard = document.getElementById("b-topLeaderboard-zoneunit"); // leaderboard.remove(); } else { const interscroller = document.getElementById("interscroller-zoneunit"); if (interscroller != null) { interscroller.remove(); } const tabletSkinBlock = document.getElementById("tabletSkinBlock-zoneunit"); if (tabletSkinBlock != null) { tabletSkinBlock.remove(); } } if (zonesIsMobile()){ jQuery('.mob-lazy').attr('loading', 'lazy'); } </script> </body> </html>