US: methods to ensure adviser business feasibility
February 10, 2020
Zoe Garcia-Amaya has stated in her white paper that digitisation and automation will present advisers with new growth opportunities and will drive industry change. Garcia-Amaya elaborates that advisers will need to offer personalised services, digitise their value chain as well as ensuring that clients clearly understand the adviser’s value proposition to ensure continuous success. Click here to read more
The emphasis added is mine. Advisers often think of insurers offering these services, and assume competition with their core offer. But why shouldn't you offer a digital advice service?
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