Women have long been underserviced by financial advice. Four professionals who cater to the needs of female clients discuss how they have better marketed their services.
Which consumers are most likely to seek advice?
Which consumers are most likely to seek advice?
New research has revealed that advisers should be looking outside of the pre-retirement demographic for prospective clients, with trust a key barrier to engaging more younger consumers.
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Netwealth’s The Advisable Australian Report surveyed approximately 1,000 consumers, around 600 of whom already had an advice relationship, and 400 of which had either never seen or previously seen an adviser.
The report used survey responses and ABS population statistics to calculate that there were around 2.1 million Australians likely to seek advice in the future, and 2.18 million who would possibly seek advice.