Striver Podcast

132: New Class of Advisors


Listen Later

Introducing the 'New Class of Advisors' that promises to enhance accessibility to financial advice amid upcoming legislative changes. 

I speak to Ben Marshan from Marshan Consulting about the impact of new legislative proposals, including the introduction of a "new class of advisor" and how this could reshape accessibility, affordability, and career pathways in financial planning. We discuss the challenges and opportunities facing the profession—how businesses can better serve under-advised clients, the role of new advisors in bridging the generational wealth gap, and how firms can leverage these changes to grow sustainably. If you're interested in the future of financial advice and what it means for both clients and industry professionals, this episode is a must-listen.

...more
View all episodesView all episodes
Download on the App Store

Striver PodcastBy Alisdair Barr


More shows like Striver Podcast

View all
The Imperfects by Hugh van Cuylenburg, Ryan Shelton & Josh van Cuylenburg

The Imperfects

553 Listeners