Paul Harrop – PSK Financial Services
General Manager , PSK Financial Services,
The biggest challenge that our industry generally faces is that of engaging the uninitiated in a true financial planning conversation.
The Astute wheel allows advisers to better structure their initial and ongoing client interactions, quickly highlight areas of concern and importantly better understand the needs of each individual client.
With the 5 Minute Financial Health Check, we have an easy to use tool that breaks down the key components of financial planning in a customer friendly way allowing for a productive and engaging first meeting.
The calculators are amongst the best available in the market and again prove a real differentiator in client discussions, allowing for real discussions and realistic and meaningful outcomes.
If advisers are looking to better serve their existing retail client base, streamline their client review process, work with their corporate clients to better meet with employees broader needs or re-engage dis-engaged clients, Astute Wheel can make a huge difference and with the new upgrade and new format scheduled for 14th July 2018 an even better tool to meet with our client’s needs.