• IFA: How an advice framework can boost serviceability

  • 2024/11/04
  • 再生時間： 26 分
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IFA: How an advice framework can boost serviceability

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  • In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently completed PhD – focusing on six critical barriers: professionalism, trust, engagement, comprehension, costs, and serviceability.

    Neilson discusses the role of technology in improving efficiency in the advice process and the need to outsource administrative tasks to increase client capacity and reduce the cost to serve.

    Listen as they discuss:

    • The key barriers impacting financial advisers.
    • How firms can act to reduce the cost of advice.
    • The perception of financial advice as a profession.
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あらすじ・解説

In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently completed PhD – focusing on six critical barriers: professionalism, trust, engagement, comprehension, costs, and serviceability.

Neilson discusses the role of technology in improving efficiency in the advice process and the need to outsource administrative tasks to increase client capacity and reduce the cost to serve.

Listen as they discuss:

  • The key barriers impacting financial advisers.
  • How firms can act to reduce the cost of advice.
  • The perception of financial advice as a profession.
個人ファイナンス 経済学
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