In this episode of the ifa show, NetWealth joint managing director Matt Heine joins host James Mitchell to talk about financial advice and the advice process.
Matt talks about the friction points in the financial advice process and how to overcome them, shares his thoughts on communication channels, and the way in which advisers communicate with their clients is changing.
Matt also reveals the four key innovation areas that Netwealth is looking towards and how adapting to new technologies will help businesses fit into the modern financial business model.
In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Bryce Quirk, Group Executive of Distribution ...
In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic sit down to discuss tranche two of the ...
In this episode of The ifa Show, host Keith Ford is joined by Conrad Travers, director and principal consultant at ...
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