In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently completed PhD – focusing on six critical barriers: professionalism, trust, engagement, comprehension, costs, and serviceability.
Neilson discusses the role of technology in improving efficiency in the advice process and the need to outsource administrative tasks to increase client capacity and reduce the cost to serve.
Listen as they discuss:
Click here to listen on your device
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 ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin