The ifa Show

How do we take more people along on the advice journey?


Listen Later

Accessibility of advice has become a key topic of discussion in the industry as the cost of advice rises and the adviser exodus exacerbates supply issues for “mum and dad” consumers.

In this episode of the ifa Show, Midwinter head of product Ivon Gower joins host Sarah Kendell to discuss how digital advice can help educate and engage lower balance clients to get started on their advice journey.

Ivon looks at the simple ways for advisers to get started on a digital advice strategy and how practices are using digital tools to make the advice process more seamless and engaging for clients. He also unpacks how large institutions are introducing super fund members to the advice process and the learnings that independent practices can take from this.

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

The ifa ShowBy Momentum Media


More shows like The ifa Show

View all
CommSec Market Update by CommSec

CommSec Market Update

9 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

94 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

47 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

2 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

63 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

13 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

17 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

10 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

37 Listeners

Friends With Money by Money Magazine

Friends With Money

10 Listeners

Retire Right by Glen James

Retire Right

24 Listeners

Chanticleer by Australian Financial Review

Chanticleer

18 Listeners

The Fin by Australian Financial Review

The Fin

19 Listeners

5 in 5 with ANZ by ANZ

5 in 5 with ANZ

4 Listeners