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In this episode of the ifa show, MLC General manager of distribution Geoff Rogers joins host James Mitchell to discuss the changes in the financial advice processes.
Geoff discusses the opportunities MLC sees for financial advice in Australia, his thoughts on how financial advisers will integrate changes on the back of the royal commission and the understanding from clients around the difference between independent vs aligned advice.
He also reveals why advisory firms should be using technology to stay connected, tips for advisers feeling overwhelmed by the changes and the tools to use when planning.
In this episode of the ifa show, MLC General manager of distribution Geoff Rogers joins host James Mitchell to discuss the changes in the financial advice processes.
Geoff discusses the opportunities MLC sees for financial advice in Australia, his thoughts on how financial advisers will integrate changes on the back of the royal commission and the understanding from clients around the difference between independent vs aligned advice.
He also reveals why advisory firms should be using technology to stay connected, tips for advisers feeling overwhelmed by the changes and the tools to use when planning.
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