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’.
