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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David Woodall
CHIEF EXECUTIVE OFFICER, SUPERANNUATION
INSIGNIA FINANCIAL LTD
INSIGNIA FINANCIAL LTD
Facing his greatest test yet in metamorphosing MLC Super, Dave Woodall is adamant the juice will be worth the squeeze. Jamie Williamson writes.
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.