Perception is everything
25 April 2019
According to Liberty’s research the barriers to getting a financial adviser are that 22% of clients believe that advisers are too expensive, while 19% believe they will not add value to their lives. FAnews spoke to Jac de Wet, Wealth Manager at PSG Wealth, Jason Bernic, CFP® and Financial Planning Coach at Old Mutual Wealth and Richard Rattue, Managing Director at Compli-Serve SA about this perception, how we can change it and whether digital marketing could be the answer to gaining trust.