What distinguishes a human-centred financial advisor from a technology-based or product-focused advisor is the range of roles they perform. By integrating multiple roles into the advisory relationship—such as serving as a client’s accountability partner, behavioural coach, and technical expert—a human-centred advisor delivers value that extends beyond numbers and products.
Understanding these roles enables advisors to better design, deliver, and communicate their value. It also helps them identify the resources, systems, and skills needed to provide behaviourally integrated advice.
Join us on 13 May for the third webinar in our 10-part series, The Human-Centred Financial Advisor, titled Re-thinking the roles that a financial planner really plays
In this session, Rob Macdonald will explore the various roles a financial advisor fulfils in a client’s life and how advisors can enhance the value they deliver.
Don’t miss this opportunity to refine your impact and elevate your client relationships.