Episode notes
In this inaugural episode of the IFS Client Spotlight Series, Adrian Gervasoni speaks with Michael Young from Vision Super about the evolving landscape of financial advice delivery. They explore Vision Super’s multi-layered approach to education and advice, the impact of Retirement Health Checks, and the challenges of scaling meaningful member engagement. Michael shares insights into hybrid advice models, digital innovation, and the importance of personalised service in driving better retirement outcomes.
Keywords
financial advicesuperannuationdigital advice