A visual and interactive advice process

David Maida | financialalert | 27 August 2012

A client's experience of obtaining financial advice is much too onerous and painful - it needs to become visual and interactive, according to Dr David Lazenby, Ph.D. Lazenby is president of ScenarioNow and a presenter at next month's Finology Conference in Auckland.

"People perceive the conventional planning process like a hodgepodge of a doctor's visit, maths class and marriage therapy," Lazenby told financialalert.  His presentation at the Finology Conference will ...