AdviserQuest launches professional development program
AdviserQuest has launched a new professional development (PD) program to tackle the gap between financial advisers' technical expertise and client relationship skills, and deepen their relationship with their clients.
The PD program will be made up of two academies — which will focus on developing new advisers' skills in engaging with their clients and broadening existing advisers' relationships with their clients.
"The biggest advantage of the adviser finishing schools is that it reduces the time required for new advisers to acquire client facing skills. They don't have to wait three to five years anymore to have a polished presentation and confidently engage new clients," said director of AdviserQuest Leyla Banaei.
There would be a much quicker return on investment and profit in the first three years of an adviser's practice, Banaei said.
The programs can be run in-house with dealer groups and will start in August.
Recommended for you
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment between the parties.
Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public and private markets.
