Post by DASH

Recently, our Head of Digitial Advice Cameron O'Sullivan penned a piece titled "Digital Advice: Redefining Accessibility, Affordability, and Scale in Financial Advice". Cameron delves into the true nature of digital advice and its common misconceptions, while addressing the key themes facing practices today. He says the most misunderstood opportunity for digital advice tools is in the area of adviser driven tools, where common advice topics can be condensed into a series of interactive screens the adviser and client can go through together, allowing an exploration of the client’s options, and the likely benefits of each option they could take. These tools will allow most businesses to do 50-to-80 per cent of their common SOAs in under an hour, with half of that time even being done while sitting with the client, if desired. You can read about it in full here: https://lnkd.in/ggs37-9Z