How does simplified advice differ from full advice?
Simplified advice processes (sometimes referred to as Guided Sales) are streamlined advice processes that provide the customer with a suitable personal recommendation based on an assessment of their needs. This may be a shorter process than full advice, may involve a decision-tree, and may be limited to a more simple set of products. Full advice, on the other hand, covers the full range of a client’s needs in-depth with a suitable personal recommendation.
