Get the latest news! Subscribe to the ifa bulletin.| subscribe >
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'.
0 commentsjoin the conversation
latest news
Insignia Financial adviser numbers continue to drop
The wealth giant released its Q2 FY22 update on Thursday. ...
Why financial literacy levels will continue to grow in 2022
An expectation for financial services companies to adopt ESG considerations will see financial literacy levels continue to grow in 2022. ...
Global evidence shows technology supports advisers, not replacing them
The chief executive and founder of a specialist digital platform believes the debate around technological innovation and financial advisers is well a...
Subscribe to the ifa bulletin
Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Adviser Innovation
- Australian Aviation
- Cyber Security Connect
- Defence Connect
- Fintech Business
- Independent Financial Adviser
- Investor Daily
- Lawyers Weekly
- Mortgage Business
- MyBusiness
- Nestegg
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- The Adviser
- Wellness Daily
- Which Investment Property
- World of Aviation
EVENTS AND STREAMING
- Accountants Daily 30 Under 30 Awards
- Accountants Daily Strategy Week
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian Broking Awards
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Space Awards
- Better Business Awards
- Better Business Summit
- Boutique Law Summit
- Business Accelerator Program
- Corporate Counsel Awards
- Corporate Counsel Summit
- Defence Connect Budget Lunch
- ifa Business Strategy Day
- ifa Client Experience Workshop
- ifa Excellence Awards
- Lawyers Weekly 30 Under 30 Awards
- Lawyers Weekly Masterclass Series
- My Business Awards
- New Broker Academy
- Partner of the Year Awards
- REB Awards
- SME Broker Bootcamp
- SMSF Adviser Technical Masterclass
- The Adviser Study Tour
- Women in Finance Awards
- Women in Law Awards
- Women in Real Estate Awards
- Wraps, Platforms and Masterfunds
Copyright © 2022 MOMENTUMMEDIA
Website Notifications
Get notifications in real time and stay up to date with content that matters to you.