Earlier this month I presented at the Adviser Edge Conference – the world’s first Social Advice Summit. Over three days
some of the leading advice professionals from around Australia gathered to share ideas and learn about the future of advice. There was no discussion about the latest investment product or how compliance or regulation is affecting our industry. It was entirely focussed on being innovative in how we connect and communicate with our clients in order to provide better outcomes for them. I was privileged to be able to share my journey and some pretty personal experiences.
I am more excited than ever about the direction and possibilities for advice in the digital age. I love exploring new ways of communicating and engaging with clients. I am now using video to explain concepts, tell stories and send personal messages. And I’m using Skype to conduct meetings with clients located all around Australia and overseas.
It is a great time to be providing advice!