In this Education Hub video, ifa is joined by Brian Jones, chief executive of VA Platinum, to explore how financial advisers can transition from working in their business to working on it through structured offshoring. Brian unpacks the five-pillar outsourcing framework that helps advisers reclaim their time, improve work/life balance, and drive scalable growth. He also discusses overcoming early resistance to client-facing offshore roles to ensuring compliance and cyber security, and how outsourcing can be a strategic investment – not just a cost-saving tactic.
Product Spotlight: The future of life insurance with Acenda
In this instalment of the ifa Product Spotlight, Gerard Kerr, chief executive of individual business at Acenda, and Kris Mason,...
