AFA set to launch mentoring program

AFA/financial-planning/financial-advisers/financial-advice/association-of-financial-advisers/

15 May 2013
| By Andrew Tsanadis |
image
image image
expand image

The Association of Financial Advisers (AFA) will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers.

The program will include face-to-face mentoring, webinars and white papers on topics such as generating referrals, marketing to a target client segment, handling objections and developing centre-of-influence relationships, the AFA stated.

"Advisers are currently providing financial advice to two in 10 Australians — this simply isn't enough," AFA national GenXt chair Fraser Jack said.

"If we want to see more Australians accessing advice, we have to work together to come up with really great strategies and highly relevant approaches."

Apart from encouraging less experienced advisers in their careers, the AFA said it expected the mentoring program would motivate those with more experience.

The program will launch across the country on 30 May.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo