How do we take more people along on the advice journey?
Accessibility of advice has become a key topic of discussion in the industry as the cost of advice rises and the adviser exodus exacerbates supply issues for “mum and dad” consumers.
Midwinter’s Head of Product Ivon Gower recently joined host of The IFA Show Sarah Kendell to discuss how digital advice can help educate and engage lower balance clients to get started on their advice journey.
Ivon looks at the simple ways for advisers to get started on a digital advice strategy and how practices are using digital tools to make the advice process more seamless and engaging for clients. He also unpacks how large institutions are introducing super fund members to the advice process and the learnings that independent practices can take from this.
Click here to listen to the podcast.