Building a solid goals-based proposition

Published May 13, 2021 by IFA

IFA

The transition to annual opt-in agreements is just around the corner and advice practices are having to reassess how they clearly articulate and deliver on client goals to make clear the value the client is getting from their fee each year.

Hans Egger - AstuteWheelIn this episode of the ifa Show, host Sarah Kendell is joined by AstuteWheel managing director Hans Egger to discuss some of the concerns and challenges for advisers when transitioning their practice to focus on goals-based advice.

Hans talks about what’s on practitioners’ minds as the annual opt-in start date approaches and how the best performing practices are clearly demonstrating value when it comes to the all-important annual review.

Hans, who will be presenting on the goals-based transition at the upcoming Adviser Innovation Summit, also unpacks how advisers can look at new business models such as scaled advice delivery using technology and what software providers are most focused on in their drive to assist adviser efficiency as the industry evolves.