Delivering Advice Differently #5
Channel: Ensombl Advice Australia
Date: 29/03/2022

In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice process, where we discuss clients' “memorable moments” and the Pub or BBQ test, as well as not applying “technology efficiencies” to “speed up” a bad client experience.

To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/

Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/

Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/