Building a solid goals-based proposition
Building a solid goals-based proposition
The transition to annual opt-in agreements is just around the corner and advice practices are having to reassess how they clearly articulate and deliver on client goals to make clear the value the client is getting from their fee each year.
A
A
In this episode of the ifa Show, host Sarah Kendell is joined by AstuteWheel managing director Hans Egger to discuss some of the concerns and challenges for advisers when transitioning their practice to focus on goals-based advice. Hans talks about what’s on practitioners’ minds as the annual opt-in start date approaches and how the best performing practices are clearly demonstrating value when it comes to the all-important annual review.
In Adlgaß und der Schmelz: Mehr als drei Stunden kosten sechs Euro
pnp.de - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from pnp.de Daily Mail and Mail on Sunday newspapers.
AstuteWheel partners with Adviser Innovation Summit
ifa.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifa.com.au Daily Mail and Mail on Sunday newspapers.
21 Januarie 2021 06:09
Friends of Stellenbosch Mountain (FSM) are meeting at 07:00 on Saturday (23 January) at the Paradykloof Forest main gate with the usual precautions prescribed.
Face masks and social distancing are mandatory. Please bring along your own gloves and sanitiser. If participants can come in their own car, all the better.
If you have your own equipment (bow saws, poppers, and so on) please bring them along. Also bring your own pen for the attendance register. We will provide some equipment, but no gloves. Reply to eggers@sun.ac.za should you be attending. For directions and other details, please visit the FSM hack page or the FSM Facebook pages. For enquiries: Hans Eggers 072 146 0274 or Vernon Steyn 065 994 9943.