Empowering clients to trust you |
David Maida | financialalert | 12 September 2012
While consumers conduct more and more of their own research on their financial options, advisers are actually better placed to gain credibility and trust - largely through cloud computing - according to Brian Greer, national sales manager with Allied Kiwi, and a speaker at next week's Finology Conference in Auckland. Younger, tech-savvy generations won't be impressed with a financial adviser who is behind the times. For example, if there's a disaster, advisers who are usi... |

Not yet a Member? It’s quick and free to join. Already a member? Please log in.

© 2012 Portfolio Construction Forum, Brillient Investment Publishing Pty Ltd ABN 19 122 531 337. All rights reserved.
Refer Terms & Conditions of Use.
Similar Articles