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Client Experience

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The most vital question ever put to me as a portfolio adviser

By focusing on an individual rather than a group, professional investors get closer to the people they are trying to serve. Too many client meetings focus on the markets and not enough on meeting client goals.

SMSFs have major role but not for everyone

Arguments between segments of the super industry do not foster public confidence. SMSFs are suitable for many who seek control of their own financial destiny, but it's not a competition. 

Wealth managers need to focus on what clients really want

Success in wealth management requires meeting client demands for performance, engagement and trust. There are key areas where established businesses are out of step with client expectations.

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