In this episode of #PULSEPoint by #Synpulse, Cameron Howe, CEO and Co-Founder of Investipal, shares his opinions on the evolving role of financial advisers. As we look ahead, advisers should be shifting from traditional roles to becoming more of financial coaches, offering holistic and personalised guidance that addresses all aspects of clients' financial well-being.
This transformation is crucial for meeting the diverse needs of clients in today's dynamic financial landscape. By leveraging latest technologies like AI, advisers can enhance their ability to provide tailored advice and personal support.
