Delivering Advice Differently #5

In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice process, where we discuss clients' “memorable moments” and the Pub or BBQ test, as well as not applying “technology efficiencies” to “speed up” a bad client experience. To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/

Ben Marshan Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ FPA Website: https://fpa.com.au/

Prashant Nagarajan Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister CEO at Optimo Financial Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/ Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac Financial Planner at Real Life Financial Planning Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/ Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/

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