Positive opportunities for financial advisers in 2013 – Episode 2: Eric Quak
Episode 2 of a 5-part series on positive opportunities for financial advisers in 2013.
In this second section Eric Quak, SMSF Specialist from Russell Investments talks about opportunities that advisers can take advantage of in the SMSF context. More specifically Eric talks about the growth in the SMSF space and provides some guidelines about how you may customize your approach with clients depending on whether they request an SMSF from you or whether you attempt to convince them of the benefits of an SMSF. In either situation you need to be clear about what the value proposition is that you offer to your clients.
Watch out for Episode 3 coming soon in which Amanda Cassar, Financial Adviser from Wealth Planning Partners, speaks about segmenting your client base.
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