• Navigating financial advice and finding a niche

  • Jul 24 2024
  • Length: 30 mins
  • Podcast

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Navigating financial advice and finding a niche

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  • Summary

  • 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.
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Economics Personal Finance
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