AM chat room rolls
AM Corporation is rolling out a national chat room service for advisers, accord-ing to the new national manager information services, Paul Medcraft.
AM Corporation is rolling out a national chat room service for advisers, accord-ing to the new national manager information services, Paul Medcraft.
The new service will allow advisers to talk to key personnel in the organisation by using the Internet. The electronic conversation is two-way and advisers can enter and leave the session when they want.
"By June 30, we will have that Internet meeting facility available for all ad-visers," says Medcraft. "All we will do in the future is send an e-mail to the advisers saying that a certain person is available in the chat room at a spe-cific time."
Face-to-face presentation will still be staged by AM, but Medcraft says the chat room option will allow the adviser to stay in their office and select how much of the session they wish to stay for.
"Getting advisers to come to a hotel and spend a couple hours of their time to attend a presentation will still happen, but the advisers have to be careful as to what they go to," he says.
"They will be selective as to the number of presentations they go to. There has to be value in attending."
Medcraft says the new chat room service will allow advisers to filter what they go to. It will allow AM to deliver more presentations to a wider audience, in-cluding rural advisers.
Medcraft will be delivering a presentation on the new electronic way of doing business for advisers at the Bleakleys' conference next month.
Recommended for you
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final decision from CC Capital.