AdviceTechTalks Value

Financial advisers need to be able to demonstrate the value of the services they provide to their clients.

Why? An ASIC survey revealed:

  • 35% of people perceive advice as too expensive.
  • 29% think their financial circumstances are too limited to warrant advice, and
  • 18% do not see the value of consulting an adviser.

In this webinar, we look at how your advice software can help you demonstrate the value of your services to clients.

Click the button below to watch the webinar on-demand.

Find out how Midwinter can help you provide better financial advice.

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