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The big questions every adviser should be asking
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In this special episode of the ifa Show, host James Mitchell is joined by the journalists from Momentum Media’s wealth and wellness titles.
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Write comment (0 Comments) " ["fulltext"]=> string(854) "Darren also discusses why he entered the profession and why the Financial Advice Matters program places a focus on practical financial skills. He addresses the most common concerns he is seeing among participants and shares his thoughts surrounding the evolution of the finance sector within Australia.
In this episode of the ifa Show, managing director of Financial Advice Matters, Darren Smith joins host James Mitchell to share his stance on financial wellness within the sector, and the adviser explains how his education program is supporting a growing number of businesses and their staff.
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Write comment (0 Comments) " ["fulltext"]=> string(1101) "He will discuss the moment where he identified a gap in the market targeting a younger demographic and their needs, and how with no client base, referral partners or experience he decided to build a business addressing that niche.
Steve will share where his now strong client base has come from, how through the creation of The Advice Movement he is challenging the traditional advice model and how he is busting the myth that a different approach to the sector must be a non-compliant one.
In this episode of the ifa Show, CEO of Experience Wealth, Steve Crawford joins host James Mitchell and tells his story of how he went from a first job completely removed from the finance industry - working with the association for leather tanners - into being a highly regarded ambassador to the financial advice industry.
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Write comment (0 Comments) " ["fulltext"]=> string(742) "Find out how these advisers maintain a human connection in a world dominated by emerging technology platforms, the concept of financial wellbeing and why customer needs should always come first.
Recorded live at the IFA convention 2018, ifa editor James Mitchell catches up with netwealth’s Nick Mitchell, Experience Wealth’s Steve Crawford and Sufficient Fundz’ James Millard to delve into the impact that technology has had on customer service in financial advice.
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Podcast
The biggest breaking news stories of 2018
In this special episode of the ifa Show, host James Mitchell is joined by the journalists from Momentum Media’s wealth and wellness titles. ...
Podcast
Addressing financial wellness within the workforce
In this episode of the ifa Show, managing director of Financial Advice Matters, Darren Smith joins host James Mitchell to share his stance on financia...
Podcast
Challenging the traditional financial advice model
In this episode of the ifa Show, CEO of Experience Wealth, Steve Crawford joins host James Mitchell and tells his story of how he went from a first jo...
Podcast
Keeping the human connection in a sector driven by technology
Recorded live at the IFA convention 2018, ifa editor James Mitchell catches up with netwealth’s Nick Mitchell, Experience Wealth’s Steve Crawfor...
