IFA: Advice accessibility and finding your client base with Deline Jacovides
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IFA: Advice accessibility and finding your client base with Deline Jacovides
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About this listen
In the latest episode of The ifa Show, Mazi Wealth financial adviser Deline Jacovides joins host Keith Ford to delve into the complexities of making financial advice more accessible and why accessibility extends beyond simply trying to deliver advice at the lowest cost possible.
Jacovides explains that she believes making advice more accessible includes utilising diverse delivery methods like ad hoc services that may appeal to clients who may not require continuous engagement, while also requiring government action to reduce the cost burden on financial advisers.
Tune in to hear:
- Why transparency and education are crucial to bridge the gap between client expectations and the true cost of financial advice.
- How clients who have engaged with online “finfluencer” content often have some level of foundational financial literacy.
- The role of technology in streamlining operations and enhancing the efficiency of advice delivery.
- Why fixing the onerous statement of advice process should be the top priority in advice reform.
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