Delta Point Management

Historically, business has been a geographical meeting between suppliers and customers in order to exchange products and services. However, the rise of the information age has changed this to a large extent, with buyers and sellers no longer required to be in the same place. Products and some services still have to be delivered in geographic proximity, but technology has made it possible to deliver information services remotely. Yet many advisors still only see clients to which they can travel. They effectively ignore those outside their geographic reach. Where this became really interesting was in the mining boom. Suddenly, you had a geographically disparate group of people all coming toget

If you have been in the Financial Advice arena long enough, you would have seen a picture that looks like this below: It is the classic Superannuation Funds Under Management Bell Curve where funds are accumulated until retirement, and then steadily paid out during retirement. Historically, most financial advisors have sought to engage with clients at the top or towards the top of this chart because those clients typically want the services that a Financial Advisor can provide AND they can pay for them. But something strange is happening... Industry Fund advisors are engaging with clients and building relationships with tomorrow's leaders much sooner. As a result, there is a strong chance tha