We all know that eighty percent of Australians aren’t receiving financial advice, but what can we do to change that figure?
Engaging with the silent majority isn’t easy. Not only do advisers have to prove the value of their services, but for the most part they also have to convince individuals that being interested in their financial wellbeing is a necessity – not a luxury.
Your client landscape is changing rapidly too. Clients are asking for more and what they are asking for is different. Midwinter knows this because in turn, what you (advisers) are asking us to create within our systems in order to meet their requirements is changing too! Psychological, technological and current market factors are all at play here and it’s proving to be an interesting time for the advice industry – particularly for advisers working within the technology sector.
So what can we do to drag this issue out of the ‘too hard’ basket?
XY Adviser have brought together Justin Byrne from investment app ‘Acorns’ and Glen Carlson from Dent (KPI) to give insight into how to attract the ‘eighty percent’. These unique speakers are kicking goals when it comes to client engagement, in particular with the next generation of potential advice seekers.
Hosted by MLC, XY Adviser have organised an evening of networking, drinks and canapes and most importantly – really valuable content to sink your teeth into. One of XY’s main goals is to see the advice community embrace change and ensure that advisers are sitting at the forefront of this revolution so they are best positioned to give clients what they need.
Click here to register.