Financial Advice Reimagined Whitepaper - Milford Asset

On average, Australian advisers spend 45% of their time with clients talking about non-financial personal issues.

In Financial Advice Reimagined, Milford and XY Adviser explore the ways clients interact with their advisers, and the advice process itself, and find that the psychological value they derive from both are equally as valuable as the financial benefits, if not more.
Milford XX Adviser Financial Advice Reimagined whitepaper

Make more of your expertise

This paper provides a practical blueprint for advisers looking to embed a money coaching and mentoring approach into their business. Topics explored include:

Milford XX Adviser Financial Advice Reimagined whitepaper
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Financial Advice Reimagined Whitepaper

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