In this episode of the ifa show, NetWealth joint managing director Matt Heine joins host James Mitchell to talk about financial advice and the advice process.
Matt talks about the friction points in the financial advice process and how to overcome them, shares his thoughts on communication channels, and the way in which advisers communicate with their clients is changing.
Matt also reveals the four key innovation areas that Netwealth is looking towards and how adapting to new technologies will help businesses fit into the modern financial business model.
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible ...
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the ...
In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin