AFA Genxt – Ales & Tales
What will the “new school” financial advice business look like?

What will the “new school” financial advice business look like?

Who will it serve? Is it profitable? All these questions will be answered when we deep dive into running an efficient business that leverages technology, including how to charge sustainable fees.

If you want to build the business of the future then don’t miss this discussion that includes setting up a monthly retainer model and charging fees for advice. We will also look at how this model can be scaled using technology to attract these types of clients.

We will take leanings from other industries, how they evolve to current and future consumer behaviour and what we can learn from them.