How advisers can keep up with the ever evolving market

Advising the adviser - with a little help from Dylan and Bon Jovi

clock

Lee Travis, chief executive at NMBA, offers his advice for the 21st century adviser trying to keep pace with tomorrow's market

They may not have been the first to utter this immortal line but, as a fan of 'dad rock', I believe Bon Jovi said it best in their 2010 song The More Things Change: "The more things change, the more they stay the same". Although Jon and Richie were not directly referencing the current financial advisory market, the sentiment behind the words could be quite easily applied to the current climate for the 21st century adviser. The products and services available, our remuneration and how we engage with clients has all evolved from even a decade ago. However, core client needs and the fund...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Interactive video: Elevate your practice

Interactive video: Elevate your practice

Building and managing an efficient practice is not just what you do, but how you do it.

Sarka Halas
clock 18 March 2025 • 1 min read
Interactive Video: Navigating today's complex financial landscape

Interactive Video: Navigating today's complex financial landscape

Advisers today navigate a challenging environment. To thrive, a modern approach to practice management is essential.

Sarka Halas
clock 24 February 2025 • 1 min read
Partner Insight: Can advisers help narrow the gender wealth gap?

Partner Insight: Can advisers help narrow the gender wealth gap?

There are plenty of ways the advice industry can help women on their financial journeys and alleviate some of the disadvantages of those gaps.

Sarka Halas
clock 18 December 2024 • 2 min read