AM rolls out chat room
AM Corporation is rolling out a national chat room service for advisers, according to the new national manager information services, Paul Medcraft.
AM Corporation is rolling out a national chat room service for advisers, according to the new national manager information services, Paul Medcraft.
The new service will allow advisers to talk to key personnel in the organisation by using the Internet. The electronic conversation is two-way and adviser can enter and leave the session when they want.
“By June 30, we will have that net meeting facility available for all advisers,” says Medcraft. “All we will do in the future is send an email to the advisers saying that a certain person is available in the chat room at a specific time.”
Face-to-face presentation will still be staged by AM, but Medcraft says the chat room option will allow the adviser to stay in their office and select how much of the session they wish to stay for.
“Getting advisers to come to a hotel and spend a couple hours of their time to attend a presentation will still happen, but the advisers have to be careful as to what they go to,” he says.
“They will be selective as to the number of presentations they go. There has to be value in attending.”
Medcraft says the new chat room service will allow advisers to filter what they go to. It will allow AM to deliver more presentations to a wider audience, including rural advisers.
Medcraft will be delivering a presentation on the new electronic way of doing business for advisers at the Bleakleys’ conference next month.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
