Apply the human touch without letting go of scalability

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It fascinates me that in many industries and businesses, we seem to have forgot that the customer (those folk who buy and consume, pay bills and keep businesses afloat) are humans.

When did that undisputable fact get lost? We now have an entire industry of management consultants telling us that we need to reinvent our businesses using ‘human-centric design’, yet financial services practice doesn’t always follow that rhetoric.

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How not to get sued in 2017. Advice for the AFSL and the adviser

Where do you and your advisers find the time to do it all and monitor compliance, especially considering the vast area of risks you are exposed to?

My compliance manager, during one period when I was an adviser, was a lawyer. She used to say over a post audit coffee, “Andy, I love your files. They tell such a vivid and connected story of your client’s journey. I have a question though. When do you find the time?”.

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How Video Will Transform Advice

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The poor public perception of advice, despite the headlines, is not purely siloed to an impression of the institutional vertical advice businesses. While the headlines of 2016 have centered on the advice industry’s major players, it is the entire function of “advice” that has been called into question.

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