It’s time to level up and address the needs of the modern investor
As financial service providers (FSPs) try to navigate a post-pandemic world, it’s clear that business models need to be restructured around shifting customer demographics and market influences.
From meeting, greeting and making decisions through to connecting, sharing and engaging, these everyday activities have all had to evolve in the wake of social distancing. Amid all this change, one thing remains constant: the need for financial stability and growth, both from an investor, and a company perspective. The findings from our latest report reveal how FSP’s can leverage technology...MORE»
Christchurch based financial advisor Patrick Clemenger talks about communicating outcomes and ensuring clients understand the advice he givesThursday, July 30th, 2:29PM
Engaging clients in the investment arena can be challenging at times, especially with legislation around what financial advisors must provide to clients, not everyone wants to read 40, 50 or more pages of a Statement of Advice… MORE» |
The ultimate client relationship relies on…Monday, July 27th, 11:53AM
Communicating regularly and being in contact when it counts. MORE» |
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