How clients are reacting to uncertainty and how best to deal with it
Drawing on CoreData's just completed research Andrew Inwood shares insights into how Australian investors are reacting to the coronavirus uncertainty and how advisers can best support clients in this environment.
Redefining the client relationship through language
The subtleties of language can greatly impact the delivery and receipt of messages in an advice relationship. Understanding these subtleties can change not only the course of dialogue, but the very fundamentals of the advice process.
Re-evaluating your practice from the point of view of your customer is a way for you to find new ways to enhance your unique customer journey, to adapt and stay ahead of the game. Get into the heads of your customers by understanding how ...
How client feedback can change your advice business for the better
When was the last time you booked a hotel or a restaurant without checking out the online reviews on TripAdvisor or Wotif? The internet provides the ultimate survey sample for real life feedback and reviews, and there’s no ...
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