The secret sauce to an enduring adviser-and-client relationship changes from time to time. One minute it's about the adviser's ability to provide expert advice around investments and the next minute, it's about astute advice on insurance and estate planning.
One thing that is consistent regardless of the client's needs at any given point is that good advice is delivered on time and without undue administrative burden.
In this edition of the Publisher's Forum, we draw your attention to the video testimonials of financial advisers Terry, Ashish, Brigitte and David who use ANZ Wealth's OneCare Express. They all come from different backgrounds but one thing they have in common is that they appreciate how the digital enhancements on OneCare have helped them streamline some of their work practices.
As Brigitte said in the video, technology may be daunting at first for old-school advisers like her but, in the end, it has transformed her practice.