Phil.Anderson's avatar
Phil.Anderson
Icon for Advisely Partner rankAdvisely Partner
11 months ago

AMA: I'm Phil Anderson, GM Policy, Advocacy & Standards at FAAA, Ask Me Anything!

Have a burning policy question on DBFO or CSLR? Join me here on Wednesday 31st July from 2pm to 2:30pm.  With 12 years of experience in the professional association space working on the development...
policy
Darren.Smith's avatar
Darren.Smith
Icon for Advisely Board rankAdvisely Board
11 months ago

Phil

Always love your work... DBFO, I have  to admit I have been on the side lines of it and have seen a rollercoaster of emotion expressed from different commentators / participants ranging from excitement for the potential for real change both for advisers and customers  in the early days to some pretty full statements of full disillusionment and disbelief with what has eventuated.

I have several related questions and I am hoping you can make it nice and simple for me to understand.

All I see and hear in advice practices now is pressure on of rising costs to deliver and serve customers, that is leading many practices to reduce/ limit the number of clients that they look after - how do the changes made here reduce these costs and when will the impact be felt.

In the next tranche ( date to be confirmed) what are the changes that will help reduce the cost to serve for those running advice practices.   When are these likely to come in effect 2026/2027!

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

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