• As a Financial Adviser, would you like to improve your…
  • Compliance systems; and be sure that your advice isn’t going to come back to bite you in the butt?
  • Use of time; and avoid wasting all those hours doing data and needs analysis and preparing SOA plans, and, triple and quadruple handling client data?
  • Your sales performance; perhaps you feel that you could do better if only you had a more effective sales process to follow?
  • As a Consumer of Financial Services, are you concerned about…
  • Whether your financial adviser and insurer is putting your best interests ahead of their own?
  • Whether the advice you’re receiving is the best and most appropriate for you and your family, and/or your business?
  • Whether you’ve been cajoled into buying financial and insurance products that you just don’t understand?
  • As a Financial Services Manufacturer, are you anxious about…
  • The poor quality of advice that’s going out to the consumer biting you in the butt?
  • The high level of churn that’s reported to be pervading the sector?