• Navigating financial advice and finding a niche

  • Jul 24 2024
  • Duración: 30 m
  • Podcast

Navigating financial advice and finding a niche Por arte de portada

Navigating financial advice and finding a niche

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • In this episode of The ifa Show, host Keith Ford is joined by Matt Hale, senior financial planner and director at Rising Tide Financial Services, to discuss where the advice profession is heading and the pressures that are impacting the provision of advice.

    Hale explains how Rising Tide found its core client base and moulded its offering around their needs as well as the importance of attracting a younger cohort of advisers and the difficulties that can arise in doing so.

    Listen as they discuss:
    • Why it is important to not get too wrapped up in regulatory changes until they actually happen.
    • How advice firms can look to improve business processes for greater efficiency.
    • The key role compliance plays when running an advice firm.
    Más Menos
activate_primeday_promo_in_buybox_DT
Economía Finanzas Personales
Más Menos

Lo que los oyentes dicen sobre Navigating financial advice and finding a niche

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles