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CXed #7: Financial Planning - The Cost of Advice & Impact on Customer Engagement

Financial Planning has historically been a highly personalized / higher cost service.

However, as inflation and cost of living pushes even well-off families and professionals to their financial limits, there are flow-on effects to planners & advisers as to how they can continue to engage, service & retain their clients.

In this episode of CXed, our special guest, Jasmin Loke, General Manager of Ryker Capital, will discuss how:

  1. The increasing cost of advice is impacting on advisers and the engagement with their clients, and

  2. Ideas & solutions to help advisers streamline their operations and give customers a better experience that helps to drive better value, engagement & retention of clients.


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