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How to navigate challenges and seize the opportunities

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Manage episode 410422179 series 2512387
Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024.

Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges and opportunities that lie ahead.

Listen as he discusses:

  • The resilience of advice businesses in navigating challenges like high inflation and interest rates, highlighting the importance of organic growth opportunities.
  • The stabilising trend in profit margins for advice businesses, leading to increased reinvestment in operations.
  • Trends shaping the advice profession, including digital service delivery, ethical investing, and advisers’ move towards self-licensing for greater control over their business models.
  continue reading

252 episodes

Artwork
iconShare
 
Manage episode 410422179 series 2512387
Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024.

Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges and opportunities that lie ahead.

Listen as he discusses:

  • The resilience of advice businesses in navigating challenges like high inflation and interest rates, highlighting the importance of organic growth opportunities.
  • The stabilising trend in profit margins for advice businesses, leading to increased reinvestment in operations.
  • Trends shaping the advice profession, including digital service delivery, ethical investing, and advisers’ move towards self-licensing for greater control over their business models.
  continue reading

252 episodes

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