The financial advice model of the future
May 15, 2020
3 minutes
By Louis van der Merwe
the distribution of financial advice favours clients that have already accumulated assets and are approaching the de-cumulation or retirement phase. Less than 6% of the South African population benefits from receiving this form of financial advice.
The value of advice lies in both the technical elements and relationship elements. Technical value refers to factually correct and accurate plans as well as constructing and implementing various financial products in line with the plan. Relationship value refers to the
You’re reading a preview, subscribe to read more.
Start your free 30 days