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.
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.
In the latest episode of The ifa Show, Mazi Wealth financial adviser Deline Jacovides joins host Keith Ford to delve ...
In the latest episode of The ifa Show, host Keith Ford is joined by Shail Singh, lead ombudsman for investments and ...
In the latest episode of The ifa Show, host Keith Ford sits down with David Berry, inaugural CEO of the Compensation ...
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