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David Koch Joins Adviser Ratings
Today, we welcome David Koch into the fold at Adviser Ratings. David is a pioneer in the financial planning space, having created Money Management and Personal Investment magazines in the late 1980’s and is now a shareholder in Adviser Ratings.
David said "Over the last few years, the financial planning industry has faced a torrid time, plagued by numerous financial planning scandals. Adviser Ratings is an important initiative to rebuild consumer confidence in the industry.
"I am especially excited to be involved in Adviser Ratings’ foray into the financial literacy space and educating consumers about how to maximise the benefits of using a financial adviser and investment. It is effectively the Trip Advisor for the financial advice sector, where consumers can share their investment experiences and recommend advisers to others", he added.
"I’m constantly asked by consumers what I think is the best investment, and I always reply ‘good advice’. The follow up is always ‘where do I find good advice’. Adviser Ratings is the perfect solution to that query," he added.
As part of this expansion into education, Adviser Ratings with the support of the Association of Financial Advisers (AFA) will produce a new publication, "The Really Simple Guide to Financial Advice".
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Reach potential clients for just $500
You can appear in The Really Simple Guide to Financial Advice, a consumer publication on sale nationally and available at airport lounges for just $500. AFA membership will also receive copies. Talk to Leisa Chell on 0403 044709 or email - leisa@bigsplashmedia.com.au
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New TV Show Brings Real Life & Laughs to Financial Advice
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AFA CEO, Brad Fox, in the new
Your Best Interests TV Program |
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For a sometimes shy and often-misunderstood calling financial planners have seen themselves on TV recently perhaps more than they might have liked.
Yet despite all the news and Four Corners’ exposes there’s been precious little conveyed to the viewers about what they actually do and how it works.
Read more
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What’s next?
Over the coming months, in anticipation of a widespread media campaign:
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We will be launching a new engaging consumer financial literacy centre
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We will be entering into the education space implementing different and interesting advice material and putting it into the hands of advisers and consumers
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Revamping our ratings system, based on the feedback of consumers, advisers and licensees
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Rolling out new portals for licensees and advisers to better manage not only their profiles, but communication with the consumer
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Build technology that better helps bridge the affordability issue for consumers and provides further value for how advisers interact with their customers.
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