How advisers can keep up with the ever evolving market

Advising the adviser - with a little help from Dylan and Bon Jovi

clock

Lee Travis, chief executive at NMBA, offers his advice for the 21st century adviser trying to keep pace with tomorrow's market

They may not have been the first to utter this immortal line but, as a fan of 'dad rock', I believe Bon Jovi said it best in their 2010 song The More Things Change: "The more things change, the more they stay the same". Although Jon and Richie were not directly referencing the current financial advisory market, the sentiment behind the words could be quite easily applied to the current climate for the 21st century adviser. The products and services available, our remuneration and how we engage with clients has all evolved from even a decade ago. However, core client needs and the fund...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Editor's View: The consolidation news keeps on coming

Editor's View: The consolidation news keeps on coming

The editor's Friday Night Takeaway from 19 April

Hope Coumbe
clock 19 April 2024 • 1 min read
IFAs must grasp gender differences to grow female client base

IFAs must grasp gender differences to grow female client base

IFAs must communicate differently to build trust with female clients

Jenna Brown
clock 17 April 2024 • 2 min read
Editor's View: Is all this talk of bonds giving you whiplash?

Editor's View: Is all this talk of bonds giving you whiplash?

The editor's Friday Night Takeaway from 12 April

Hope Coumbe
clock 12 April 2024 • 1 min read