Building a Better Future for Consumers, Advisers and Providers
The Value of the Adviser
Dr. Phillip M. Randall
Time to shift the lens. Dr. Phillip M. Randall explores how advisers can reassert their value in a changing world, using the ‘relationship’ model for the future.
The traditional value proposition for many advisers has been anchored principally in their skill related to their respective discipline – be it investment, risk insurance, debt management or comprehensive financial planning. Advisers therefore naturally talk to their potential for delivering better outcomes for their clients than proposed by their competitors.
Considering the uncertainties faced by advisers and clients alike globally (economies, markets, regulation and politics to name a few), an adviser’s value proposition necessitates a much-needed transformation.
The value-based opportunity is informed by a time-tested model from early banking, demonstrating the richness of the adviser-client relationship. The core of Randall’s keynote will shed light on a ‘relationship’ model for the future, which embodies a value proposition that is perceived through the lens of the client and is holistic in nature.
About Dr. Phillip M. Randall: Dr. Phillip M. Randall is an internationally recognised resource on pre-retirement planning and retirement education.
He is a founding member and Adjunct Fellow at the Institute of LifeSpan Development and Gerontology, The University of Akron, Ohio.
As an author, keynote speaker, lecturer, and workshop leader, Dr. Phillip M. Randall has been a frequent contributor to news and print media on these topics in the United States, Canada, Australia, and New Zealand.
As an educator, he has developed and delivered retirement education programs to over 50,000 employees within corporations and universities helping them prepare for both financial and non-financial aspects of their retirement.
He received his BA from the Youngstown State University, Ohio, his MA from the University of Michigan, and his PhD from The University of Akron, Ohio.
He is currently, Managing Partner, The Thorndike Group, a human capital consultancy specialising in individual and organisational effectiveness, located in Atlanta.
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