Subscribe Login

Professional Planner|Financial Planning Association Best Practice Forum – photo gallery

Professional Planner

1 September 2016 14:48

, ,

Leave a Comment

We also recommend
Research reveals clients do know what they want to ask, after all

Research reveals clients do know what they want to ask, after all

Pick one task, hasten slowly: How to avoid AI decision paralysis

Pick one task, hasten slowly: How to avoid AI decision paralysis

Brighter Super adds indexed options in further support for advisers

Brighter Super adds indexed options in further support for advisers

Why the personal conversation matters in financial advice

Why the personal conversation matters in financial advice

Research reveals clients do know what they want to ask, after all

Research reveals clients do know what they want to ask, after all

As AI is adopted more in financial advice, firms are experimenting with conversational AI to make first contact with clients who are unsure if they need financial advice or who are not yet ready to speak to a person. An Otivo and Borromean report shows that unlike what has been believed, clients do know the questions they want answers to.

Samira Sarraf

October 20, 2026

Pick one task, hasten slowly: How to avoid AI decision paralysis

Pick one task, hasten slowly: How to avoid AI decision paralysis

Simon Hoyle

October 19, 2026

Brighter Super adds indexed options in further support for advisers

Simon Hoyle

October 16, 2026

Why the personal conversation matters in financial advice

Nicole Bendeich

October 16, 2026

Sort content by

Perennial ‘hedged or unhedged’ question gets dynamic answer

Perennial ‘hedged or unhedged’ question gets dynamic answer

Steven Tang

July 04, 2017

Most planners say their education won’t meet new standards: poll

Most planners say their education won’t meet new standards: poll

Professional Planner

July 04, 2017

Good financial planners are therapists, too

Good financial planners are therapists, too

Johanna Roberts

July 03, 2017

Three marketing elements you can’t afford to ignore

Three marketing elements you can’t afford to ignore

Anthony O'Brien

July 03, 2017

Veil of secrecy lifting from China’s mainland A-share markets

Veil of secrecy lifting from China’s mainland A-share markets

Tom Stevenson

June 30, 2017

Reflection: Professionalism is each individual’s responsibility

Reflection: Professionalism is each individual’s responsibility

Simon Hoyle

June 30, 2017

Ways to evolve for efficiency and a better client experience

Ways to evolve for efficiency and a better client experience

Deborah Kent

June 30, 2017

How do robots calculate best interests?

How do robots calculate best interests?

Kate Cowling

June 29, 2017

Horrible customer service – it was quite a show

Horrible customer service – it was quite a show

Dixon Bainbridge

June 29, 2017

Market-linked pensions and the transfer balance cap

Market-linked pensions and the transfer balance cap

Max Newnham

June 28, 2017

What the Census can tell you about your future clients

What the Census can tell you about your future clients

Kate Cowling

June 28, 2017

Previous
Load more

Subscribe now to

Name
Our partners

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.

We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

Privacy Policy | Terms of Service | Cookie Policy | AI Editorial Policy