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Wealth Professional | 27 Mar 2014, 10:15 AM Agree 0
More needs to be done to move the industry away from a culture of sales to one that prides itself on educational standards, suggests a wealth advisory director.
  • Kathy Waite | 27 Mar 2014, 12:28 PM Agree 0
    Well summarised most folk in the "industry" have good intentions and would like to be perceived as "professionals" hence the myriad of titles on business cards but the pressure from the product providers is intense. I think the government should directly regulate insurance and investment sales people , having to be sponsored by a product provider for a life licence is a joke . Immediately you get a target and are expected to sell your sponsors products first. Kathy Waite Fee for service Net Worth Manager.
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