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 Keith Ford is joined by Charlie Viola, the executive chairman of Viola Private ...
In this episode of The ifa Show, host Keith Ford is joined by Andrew Saikal-Skea, founder of Saikal-Skea Independent ...
In this episode of The ifa Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the ...
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