Diligence and frugality can lead to wonderful retirement outcomes, writes Alteris Financial Group senior adviser Jaxon King. But if the journey to retirement is bleak, it could sap the joy out of reaching the destination.
When an industry full of Gen X and Baby Boomer advisers is assigned the task of training swathes of largely millennial acolytes, there’s bound to be a few bones of contention according to Brisbane adviser Jaxon King.
The last thing an adviser wants is for their client to be sitting in front of another adviser in 12 months, explaining how their last adviser didn’t understand them. But what are advisers doing to prevent it?
