Advice requires customisation: ResearchBY KARREN VERGARA | WEDNESDAY, 26 JUL 2017 11:53AM Financial advisers who customise services at an individual personal level are not only more likely to win new clients but are perceived to be trusted advisers, according to an academic. Related News |
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I definitely feel the shift towards a more personalised approach for each client is a key element moving forward in the Financial Planning industry. A focus on an online footprint is essential for that confirmation for clients.