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By Momentum Media
The podcast currently has 257 episodes available.
In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the transformative potential of artificial intelligence (AI) and how financial advisers can highlight prime investment opportunities in the market.
Baker identifies the industries set to benefit from AI for advisers looking to integrate these into client portfolios and the ethical concerns surrounding these new technologies.
Listen as they discuss:
In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, explore the challenges that single adviser firms face and why they have an important place in the market.
Ardino explains what the future holds for these firms and how reductions in red tape will make life easier, as well as how outsourcing arrangements can free the adviser to spend more time providing advice rather than in the back office dealing with admin tasks.
Listen as they discuss:
Listen as they discuss:
In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems.
He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input.
Esler also discusses the importance of personalisation in client relationships, leveraging tools like Padua’s Discover and Research Manager to enhance the accuracy and relevance of financial advice.
He concludes by reaffirming the evolving role of paraplanners, who will become more strategic in delivering better, faster advice.
Don’t miss Esler’s expert tips on refining your CRM for greater success.
In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm’s recently released Advice Operations Research Report.
Clark breaks down the ingredients that make up the secret sauce of great advice firm operations, explaining the areas that the research found make the largest contribution to successful firms and how practice principals can ensure the business is ready for the future.
Listen as they discuss:
In this episode of The ifa Show, host Keith Ford is joined by Neil Younger, CEO of Entireti, to discuss the firm’s recently announced strategic partnership that will see Entireti take a majority stake in AMP’s three licensees and the Jigsaw offering.
Younger explains how the move will impact the advisers moving across as well as what the deal means for the broader advice landscape. He also covers what the future looks like for licensees, and whether this period of consolidation among the larger licensees is set to continue.
Listen as they discuss:
In this episode of Relative Return, host Laura Dew chats with Kellie Wood, head of fixed income and deputy head of fixed income and multi-asset at Schroders Australia, to discuss why fixed income is returning to favour after a 12-year wait. Listen as they discuss:
The podcast currently has 257 episodes available.
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