From silos to strategy: Managing intergenerational wealth effectively

From silos to strategy: Managing intergenerat...

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How financial advice firms can boost efficiency without losing sight of clients

In this episode of the ifa Show, host Keith Ford speaks with Shannon Freney of Direct Wealth about practical ways financial advice firms can improve efficiency without compromising client outcomes. Freney explains why firms should treat efficiency as part of an ongoing process, w ...  Show more

 . 39min 45sec
How the Professional Year can create 'advice‑ready' financial advisers

In this episode of the ifa Show, general manager of Viridian Advisory Brett Arnol joins host Keith Ford to speak about how the firm approaches the Professional Year as a strategic talent pipeline rather than a compliance hurdle. Arnol explains that simply following the regulatory ...  Show more

 . 28min 39sec

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