On average, Australian advisers spend 45% of their time with clients talking about non-financial personal issues.
In Financial Advice Reimagined, Milford and XY Adviser explore the ways clients interact with their advisers, and the advice process itself, and find that the psychological value they derive from both are equally as valuable as the financial benefits, if not more.
Make more of your expertise
This paper provides a practical blueprint for advisers looking to embed a money coaching and mentoring approach into their business. Topics explored include:
- Negative money beliefs and emotions
- The seven deadly sins of investing
- The emotional benefits of advice and the advice process
- The psychological importance of the regular review; and
- Advice alpha - the impact money coaching has been shown to have on investment returns
Financial Advice Reimagined Whitepaper
Please enter your details below to download your copy
