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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Blake Briggs
CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL
FINANCIAL SERVICES COUNCIL
Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara 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.