In a recent poll conducted by for Panacea Adviser nearly 90% of advisers felt that robo-advice is a threat to their business.
If you stick your head in the ground and ignore the potential that technology can have on your business then you’re probably right. The current advice model is way too expensive and technology offers the potential to both lower the cost and widen the access to advice to a much larger section of the population.
Paul Harper Search is proud to present the 2026 BDM Salary Survey an essential resource for BDMs, Strategic Partnership Managers, Telephone Account Managers, and the businesses that employ them across the financial services intermediary distribution market.
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.
Comments (1)
I've said it before, the man who acts as his own lawyer has a fool for a client.
Richard Brown 19/07/2016 09:52
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