IFA: ‘I’m Really Bullish On The Profession’: The Opportunity To Provide Value Financial Services Podcast Network podcast

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IFA: ‘I’m really bullish on the profession’: The opportunity to provide value

3M ago 27:51

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Konten disediakan oleh Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to discuss the importance of bringing more advisers into the profession and why he believes there is currently an incredible opportunity to help people through financial advice. Watson covers the advice firm’s recent expansion with a new Sydney office, how Tribeca goes about attracting talent, and why growth and removing friction from the advice process is an opportunity to help more Australians access a financial adviser. Listen as they discuss:

Why there has never been a better time to be in financial advice.
The freedom, flexibility, and responsibilities that come with holding an AFSL.
Why value-based pricing and truly client-centric advice is the best way forward.

… continue reading

271 episode

#Business #Momentum Media #Trading #Financial Services

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IFA: ‘I’m really bullish on the profession’: The opportunity to provide value

Financial Services Podcast Network

published 3M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Momentum Media. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Momentum Media atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to discuss the importance of bringing more advisers into the profession and why he believes there is currently an incredible opportunity to help people through financial advice. Watson covers the advice firm’s recent expansion with a new Sydney office, how Tribeca goes about attracting talent, and why growth and removing friction from the advice process is an opportunity to help more Australians access a financial adviser. Listen as they discuss:

Why there has never been a better time to be in financial advice.
The freedom, flexibility, and responsibilities that come with holding an AFSL.
Why value-based pricing and truly client-centric advice is the best way forward.

… continue reading

271 episode

#Business #Momentum Media #Trading #Financial Services

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