Virtual advice to help regional planners
Midwinter Financial Services has integrated with virtual meeting tool, SuiteBox, enabling remote meetings between planners and clients.
The online meeting channel aims to push financial planning technology by providing more efficient ways to deliver advice for the planner, and to help seek advice for the client.
Midwinter managing director, Julian Plummer, said the integration came off the back of advisers inquiring about the ability to carry out remote meetings.
"In particular, the ability to carry out virtual advice has been eagerly anticipated by financial planners in regional areas, who often find it difficult to have regular face-to-face meetings with their clients," Plummer said.
"Using SuiteBox, an adviser can meet with a client located anywhere in the world. They can share and review documents, sign online and record the meeting using any web-enabled device."
SuiteBox country head, Ian Dunbar, said virtual advice was a game changer for financial advisers.
"…offering the opportunity for them to expand their geographic reach, service clients more efficiency, grow their business, and deliver advice to more Australians," Dunbar said.
Recommended for you
With Finchley & Kent coming in second place for adviser growth in 2024, its managing director shares why word-of-mouth referrals have been critical to its success.
The platform market is more likely to grow than consolidate in the upcoming years, according to platform expert Recep Peker, as the adviser cohort becomes a valuable target market.
Advice veteran Paul Harding-Davis is to step down from Brisbane licensee AdviceIQ Partners after eight years, and the business has appointed a new general manager.
Insignia Financial has looked internally to appoint its chief technology officer, completing the executive team announced to implement its new operating model last July.