In this episode of the ifa Show, Bobbe discusses with host Sarah Kendell the most important lessons she’s learned in running her own advice practice, particularly the need for soft skills as well as number-crunching to stay sane in the more challenging times.
Bobbe also unpacks how to build a compelling holistic advice offer with clients and referral partners, and the strategies she is using to make the transition to a more flexible four days a week office.
While consolidation is accelerating, Prendeville stressed that successful deals are less about headline price and more about cultural alignment, client...
Vogiatzis argues that for many younger investors, the real risk is being too conservative for too long, rather than riding...
With advisers under pressure to deliver tailored portfolios while preserving efficiency, Cho explains why scalable, rules-based investment solutions – particularly...
Congratulations on winning Holistic Adviser of Year QLD at the ifa awards, what do you think set you apart to win this...
They unlocked accessibility, slashed costs and opened up diversification across listed asset classes in a way that previously only institutions...
According to Iress and Deloitte’s The Big Lift report, despite decades of reforms, rising wealth, and an increasingly sophisticated advice...
What does innovation in the advice profession mean to you? The advice profession is going through significant change and challenge, and naturally...
