Part Five: Financial Advice

Building revitalised financial advice brands that exceed the contemporary requirements of all Australians.

The evolving structure of the financial advice market now requires brands in the sector to strike the right balance between pursuing growth and profitability, whilst also continuing to maintain client focus and internal cultures.

Innovation and agility will become more essential than ever as brands in the industry look to migrate existing ways of business by proactively embracing technology to service the changing face of advice clientele.

In Part Five of the Outlook for Financial Services Branding, we explore the trends impacting upon the financial advice landscape and explain the opportunities that have presented themselves for contemporary financial advice brands.

Part Five: Financial Advice will explore:

  • Preparing your brand for the great wealth transfer and the changing face of advice clientele.
  • The increasing product and investment innovation, and how harnessing technology and adjusting service propositions is critical to sustained success.
  • The importance of a strong employer brand to respond to the mass exodus and reorganisation of advisors.
  • How to authentically position your brand beyond financial returns towards holistic advice and financial wellness.

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