Your adviser peers take centre stage in Part 2 of this Round Table discussion, as they offer their take on the current pain points impacting themselves, their advice businesses and the broader sector…
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
In the next part of this Round Table discussion, your peers reflect on the fundamental nature of life insurance products and whether the industry can develop better solutions – especially if it means increasing certainty…