Navigating financial advice and finding a niche

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.