“I think advisers need better training internally, first of all. It certainly needs to come from the firm where advisers are,” said Priselac.
And it’s not just about the products, many advisers also need more help on how to sell and maintain client relationships, she explained.
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“There needs to be more access. It’s not just about studying for exams. There needs to be more practical application of how to do things correctly and how to speak to clients in different circumstances,” said Priselac.
“Certainly one day, that is high on the agenda for me to create an academy so people can really have that in-depth training.”
ruby.hinchliffe@ft.com
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