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Navigating financial advice and finding a niche

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Manage episode 430481954 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 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.

  continue reading

248 episodes

Artwork
iconShare
 
Manage episode 430481954 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 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.

  continue reading

248 episodes

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