Delivering Advice Differently #5 - Ensombl Advice Austral...

What this episode covers

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/

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Frequently Asked Questions

How long is this episode of Ensombl Advice Australia?

This episode is 56 minutes long.

When was this Ensombl Advice Australia episode published?

This episode was published on March 29, 2022.

What is this episode about?

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...

Can I download this Ensombl Advice Australia episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.