Ep 89: Sharpening advice firms for a competitive edge - Dean Lombardo
Description
Listen to Dean Lombardo, Founder & Principal of Effortless Engagement, as he shares his history in advice to becoming a consultant and an author.
Dean talks through how he developed a unique method of evaluating client progression and confidence using short-term milestones and adult learning theory. He discusses the benefits of goals-based planning and explains how re-engineering adviser processes could lead to increased productivity, referrals, and better client outcomes.
Dean suggests that advisers could address the advice supply gap and service more clients with less effort by using technology. He warns of the risk of not investing in intergenerational planning and multidisciplinary services and finally concludes that the best businesses are already using AI and other tools to enhance their client engagement and value proposition.
Effortless Engagement: www.effortlessengagement.com.au
United States
