Advisers and other key industry stakeholders share their views on the ‘pain points’ currently being experienced by risk advisers and advice businesses in Part one of a new four-part industry Round Table series.
While clearly spelling out the pain points through which many advisers and advice businesses continue to operate, our panel also looks ahead to offer their take on the solutions – some of them ‘blue sky’ reflections – and what the future of life insurance in Australia can become…
Panellists:
- David Sarkis – CEO, iExtend
- Ruth Keaney – Head of Risk, iExtend
- Adam McCann – Director, Bartons
- Amanda Cassar – Co-Founder, Wealth Planning Partners
- Katherine Hayes – Director and Principal Adviser, Hayes & Co Insurance Services
- Danielle Visser – Head of Growth, XY Adviser
- Ilan Leas – MD, Retender
- Marc Bineham – Financial Wellness Coach, Author
The adviser perspective on current pain points – and what to do about them – is highlighted in Part 2 of our Round Table, which will be released very shortly…