Watch ‘The Evolution of Dealer Group’ panel from this year’s IFA Client Experience Workshop. The discussion covers:
- The current advising landscape; the royal commission and a global outlook (0:01)
- What support licensees can provide in helping advisers with client relationships (3:31)
- How might dealer groups help advisers communicate the value of advice? (10:06)
- Who should be delivering adviser solutions to clients in the tech space? (16:34)
- Industry examples of providing support for advisers, communicating value, and technology based advisor solutions (21:28)
- The future of small practices (24:33)
- Should licensees be doing more policy lobbying? (26:30)
- What does good and poor advice look like? (30:29)