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Podcast #60: Finding your niche as an adviser – the benefits of being a specialist adviser with Macey Greenall DipPFS
Manage episode 379459370 series 3509692
While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and they will often gain real synergies from doing so. Their specialism could be in advising dentists, teachers, doctors etc. But what are the benefits of having such specialist knowledge about particular types of professionals or individuals?
No, Sue Barker hasn’t made a comeback via IFA Talk, but on this week’s IFA Talk Podcast, Brandon and (our) Sue’s guest is ideally placed to answer that question. She is Macey Greenall DipPFS, a financial adviser at Key Financial Wealth Management Ltd.
100 episodes
Manage episode 379459370 series 3509692
While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and they will often gain real synergies from doing so. Their specialism could be in advising dentists, teachers, doctors etc. But what are the benefits of having such specialist knowledge about particular types of professionals or individuals?
No, Sue Barker hasn’t made a comeback via IFA Talk, but on this week’s IFA Talk Podcast, Brandon and (our) Sue’s guest is ideally placed to answer that question. She is Macey Greenall DipPFS, a financial adviser at Key Financial Wealth Management Ltd.
100 episodes
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