Previously we published a blogpost on the 5 best practices for Guided Advice. This infographic summarizes those 5 best practices.
We believe Guided Advice is beneficial to both the financial advisor and the client. You can read more about Guided Advice here. Or check out our news page for more articles on hyper-agility, nudging and building an advice framework.
Download the infographic as pdf here.
Active client management can benefit both the client and the advisory firm. It protects the client against unwanted risks and...
We've published a lot of blogs and useful tools lately on a smarter way of giving substance to financial advice. This smarter...
Consolidate, enrich, aggregate, alert In our publications on the smart advice cycle with its components Guided Advice,...
Imagine falling completely in love with a house. Together with your partner you go to a mortgage advisor. You talk about your...