Flight and hotel booking sites like Expedia have eliminated traveling agencies. Local cable TV is no longer the go-to entertainment for Singaporeans with the rise of Netflix. Even for the local public transportation industry is disrupted by the entrance of private hire cars, such as Grab and Uber.
Will you be the next to be replaced by technology?
Rise of Robo-Advisors
Robo-advisors are online platforms that use algorithms to help consumers invest and manage their financial assets,
People with a minimal starting capital are now turning to
So, what’s your competitive edge over
1. More personalized service
Clients also have short-term and long-term goals they want to achieve. You can understand their needs better through a deep conversation. Subsequently, personalizing your clients’ investments and insurance according to their money-related concerns.
2. Wider variety of products to offer
Therefore, it is important for you to keep yourselves updated about other areas in the finance industry. Read this article to find out what are some of the topics clients are interested in!
3. More experienced
You have been trained by managers and mentors with great experience about the industry, while
That’s all for today! Stay tuned for articles so that you will be updated on the latest financial advisory strategies. Alternatively, contact our Growth Consultants to find out more about our upcoming masterclasses and programmes.