In the midst of the Covid-19 situation, the financial adviser’s job becomes more challenging and important than ever. Professionalism shines through tough times which advisers can take the opportunity to nurture trust with their prospects and customers.
Hence it is coincidentally timely that during this period, 360F, with support from Asia Advisers Network, gathered industry veterans and moderated the roundtable on consumer trust in the financial advisory industry. Solutions from training and development, technology innovations and personal attitudinal angles were debated over.
360F also offered a sneak preview of the 360-HappinessScore, a module to help customers trust advisers with confidence.
A white paper will be released by end of this quarter.