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:
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