The contemporary consumer market for financial services needs, wants and is demanding that complex knowledge and information be simplified and delivered for consumer action through competent, trusted and compliant professional advisors.......formally educated, professionally designated and trained by competent mentors and 'coaches' as financial services 'professional practitioners'.
The platform for the delivery of this service is being integrated into the entire current financial services product creation and delivery infrastructure. It is client engagement focussed - not product promotion driven. Comprehensive 'MRI' analysis first - solutions second. It requires an act of leadership - one on one. It is the antithesis of salesmanship.
The process is transformational in its impact upon the way the entire industry delivers its service to the consumer.
It is IT real time based and global in its reach.
We are delivering it through every financial services venue.
Toronto 06 10 2006
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