• IFA: ‘I’m really bullish on the profession’: The opportunity to provide value

  • Aug 12 2024
  • Duración: 28 m
  • Podcast

IFA: ‘I’m really bullish on the profession’: The opportunity to provide value

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  • Resumen

  • In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to discuss the importance of bringing more advisers into the profession and why he believes there is currently an incredible opportunity to help people through financial advice. Watson covers the advice firm’s recent expansion with a new Sydney office, how Tribeca goes about attracting talent, and why growth and removing friction from the advice process is an opportunity to help more Australians access a financial adviser. Listen as they discuss:
    • Why there has never been a better time to be in financial advice.
    • The freedom, flexibility, and responsibilities that come with holding an AFSL.
    • Why value-based pricing and truly client-centric advice is the best way forward.
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