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:
The increasing cost of advice is impacting on advisers and the engagement with their clients, and
Ideas & solutions to help advisers streamline their operations and give customers a better experience that helps to drive better value, engagement & retention of clients.