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Delivering Advice Differently
In this series we’re talking all about Delivering Advice Differently, including the Evolution of Advice Delivery, separating Strategy from Product, using Visuals for Engagement, the Demonstration of understanding and how it can empower clients, and creating a “Client-Centric” Advice Process as opposed to a “Compliance Directed” Advice process.
Host: Fraser Jack
Featuring: Ben Marshan, Prashant Nagarajan, Michelle Bannister and Geoff Ivanac.
Delivering Advice Differently #1
In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have …
Delivering Advice Differently #2
In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice “as a …
Delivering Advice Differently #3
In this episode we tackle Using Visuals for Engagement. From visuals, graphs and mud-maps to realising this is …
Delivering Advice Differently #4
In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a …
Delivering Advice Differently #5
In this final episode, we take on creating a Client-Centric Advice Process rather than a Compliance Directed Advice …
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#471 Matt Coman
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#470 Paul Nevin
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