Offering financial advice

The 2014 Financial Services Convergence Report reveals that more than 30 per cent of credit advisers, financial planners, accountants, risk advisers and para planners intend to integrate financial planning, risk advice/mortgage or debt advice into their business in the next 12 months.

MFAA On Air spoke to credit and financial advice industry experts about the three methods credit advisers can use to embrace the holistic approach and what it means for their businesses.

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