- April 21, 2022
- Presentations, Technical Resource
- Investment standards
National Conference 2022
In this presentation Andrew Braun, Netwealth’s General Manager of Marketing will discuss the latest research on the ‘The Advisable Australian’, and give advisers a playbook on how to attract, manage and retain The Emerging Affluent. Andrew will examine in detail who they are, marketing tactics to acquire them and how to tailor your advice proposition to this rapidly growing segment of SMSF investors and potential SMSF investors.
By attending this session, you will be able to:
- Understand the characteristics of ‘The Emerging Affluent’ and the generational shifts in advice services and the emerging SMSF business opportunities
- Explain the marketing tactics for younger generations
- Outline technology behaviours for younger generations
- Understand how to tailor your advice proposition for younger generations.
The contents of this resource are taken to be correct at the time of publication.
Disclaimer: Technical Papers contain general advice only and are prepared without taking into account particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should assess its relevance to the individual circumstances of your client. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001. © SMSF Association