The ifa Show

How much value do IFAs deliver to clients?


Listen Later

The value of advice is often difficult for financial planners to articulate to clients, but new research has quantified the average amount clients could earn per year by engaging an adviser.

In this episode of the ifa Show, host Sarah Kendell is joined by Russell Investments head of wholesale partnerships Neil Rogan to discuss the fund manager's report on both the tangible and intangible aspects of value that advisers can deliver in their relationships with clients.

Neil also unpacks changing perceptions of the value of advice following the COVID crisis and how advisers can better incorporate the idea of value in their marketing and client engagement strategies going forward.

...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

89 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

46 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

2 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

64 Listeners

Your Wealth by NAB

Your Wealth

6 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

19 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

11 Listeners

Investing Compass by Morningstar Australia

Investing Compass

28 Listeners

Straight Talk with Mark Bouris by Mentored.com.au

Straight Talk with Mark Bouris

158 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

35 Listeners

Chanticleer by Australian Financial Review

Chanticleer

22 Listeners

The Fin by Australian Financial Review

The Fin

17 Listeners

5 in 5 with ANZ by ANZ

5 in 5 with ANZ

8 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

13 Listeners