Client Engagement for Financial Advisors
Andy Marshall in his book “Client Engagement for Financial Advisors” is an excellent resource for all Financial Advisors.
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Glenis is the developer of Financial Mappers which has been operational since 2014. Until June 2026, Glenis was a Senior Fellow of FINSIA (Financial Services Institute of Australia). She continues to contribute to the Financial Mappers website. Her aim is to enable consumers everywhere to understand and improve their finances.
In response to the Quality of Advice Review, Glenis has designed a completely new product, Financial Advice Online to enable affordable advice for all by a person qualified to give financial advice. This software allows members of the Financial Services Industry to provide an Advice Document in a multi-media format and includes access to the adviser's financial plan, supplementary reports and a comprehensive Financial Literacy Program. Information is available at www.adviceonline.net.au.
Glenis does not use AI to write her blogs. It is all original content.
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