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Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo

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Manage episode 422947359 series 2074376
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Listen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author.

Dean talks through how he developed a unique method of evaluating client progression and confidence using short-term milestones and adult learning theory. He discusses the benefits of goals-based planning and explains how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes.

Dean suggests that advisers could address the advice supply gap and service more clients with less effort by using technology. He warns of the risk of not investing in intergenerational planning and multidisciplinary services and finally concludes that the best businesses are already using AI and other tools to enhance their client engagement and value proposition.

Effortless Engagement: www.effortlessengagement.com.au

  continue reading

95 episodes

Artwork
iconShare
 
Manage episode 422947359 series 2074376
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Listen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author.

Dean talks through how he developed a unique method of evaluating client progression and confidence using short-term milestones and adult learning theory. He discusses the benefits of goals-based planning and explains how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes.

Dean suggests that advisers could address the advice supply gap and service more clients with less effort by using technology. He warns of the risk of not investing in intergenerational planning and multidisciplinary services and finally concludes that the best businesses are already using AI and other tools to enhance their client engagement and value proposition.

Effortless Engagement: www.effortlessengagement.com.au

  continue reading

95 episodes

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