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Approaching financial advice like a barrister

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Manage episode 409044073 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 Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention. Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and their clients in a way that is modelled on how a barrister works with solicitors.

Listen as they discuss:

  • How “niching” within advice can improve outcomes.
  • The Compensation Scheme of Last Resort levy and the need for a break from regulatory changes.
  • Where the financial advice profession is heading.
  continue reading

261 episodes

Artwork
iconShare
 
Manage episode 409044073 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 Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention. Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and their clients in a way that is modelled on how a barrister works with solicitors.

Listen as they discuss:

  • How “niching” within advice can improve outcomes.
  • The Compensation Scheme of Last Resort levy and the need for a break from regulatory changes.
  • Where the financial advice profession is heading.
  continue reading

261 episodes

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