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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Brian Redican
CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION
NEW SOUTH WALES TREASURY CORPORATION
What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.
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.