Mechanics and guides: The growing trend of dual role advisers

‘We're trying to upskill every adviser to have those deeper conversations’

Ayesha Venkataraman
clock • 6 min read

There’s a movement brewing in the advice industry towards financial wellbeing, with more advisers seeking deeper understanding with both clients and in fact themselves, Ayesha Venkataraman writes…

The advice industry is at another inflection point, says Octo Members Group managing director Lee Robertson. He explains: "Every now and again, advice moves forward. Advisers have moved away from being a kind of distribution sales type arm, to being highly qualified, very good technical specialists. As the better of them seek to move forward, what they have realised is that you can have all the technical knowledge in the world, but you have got to have a real empathy, a real deep understanding of what makes their clients as human beings tick." "It's not about the money. It's about the...

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