The ifa Show

Challenging the traditional financial advice model


Listen Later

In this episode of the ifa Show, CEO of Experience Wealth, Steve Crawford joins host James Mitchell and tells his story of how he went from a first job completely removed from the finance industry - working with the association for leather tanners - into being a highly regarded ambassador to the financial advice industry. He will discuss the moment where he identified a gap in the market targeting a younger demographic and their needs, and how with no client base, referral partners or experience he decided to build a business addressing that niche. Steve will share where his now strong client base has come from, how through the creation of The Advice Movement he is challenging the traditional advice model and how he is busting the myth that a different approach to the sector must be a non-compliant one. www.ifa.com.au
...more
View all episodesView all episodes
Download on the App Store

The ifa ShowBy Momentum Media


More shows like The ifa Show

View all
Money News by Money News

Money News

10 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

90 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

44 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

2 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

65 Listeners

Your Wealth by NAB

Your Wealth

7 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

17 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

11 Listeners

Investing Compass by Morningstar Australia

Investing Compass

27 Listeners

Straight Talk with Mark Bouris by Mentored.com.au

Straight Talk with Mark Bouris

150 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

35 Listeners

Chanticleer by Australian Financial Review

Chanticleer

20 Listeners

The Fin by Australian Financial Review

The Fin

15 Listeners

5 in 5 with ANZ by ANZ

5 in 5 with ANZ

7 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

14 Listeners