Male clients miffed with advisersBY BEN COLLINS | FRIDAY, 16 NOV 2012 11:25AMClients' satisfaction with their financial adviser has declined over the last six months, largely driven by men, according to the latest Lifeplan ICFS Financial Advice Satisfaction Index. |
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Sarah Shaw
GLOBAL PORTFOLIO MANAGER
4D INFRASTRUCTURE
4D INFRASTRUCTURE
It wasn't confidence that prompted Sarah Shaw to walk away from established investment houses and co-found 4D Infrastructure in 2015. It was something she believes is far more important: courage.
The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
Planners' who clearly articulate their value proposition (strategic advice) and communicate effectively are usually rated very highly by all their clients: male and female.
Conversely, Planners' that position themselves as quasi portfolio managers are a slave to the market cycle. In the long term they usually tread a lonely and unsatisfying path.