The Adviser of the Future

The idea of financial advice is moving from product to people and from money to meaning. The adviser of the future, then, is a different proposition entirely, shifting from facilitator and distributor to coach, mentor and life adviser. This evolution is redirecting the emphasis from commoditised services to high value and high margin ones.

The advice industry is undergoing a once in a generation change and many advisers are struggling with the depth and breadth of change. The question then arises, how can you prepare for this change?

In this session, David Haintz will show you why the proposition of the past won't work in the future and what the new proposition looks like - both in process and value proposition. You will learn how to move from 'below the line' to 'above the line' as well as move from 'Product to People' and from 'Money to Meaning'.



The Adviser of the Future
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