Sign up to save your podcasts
Or
Share How to provide financial advice for £149!!!
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How to provide financial advice for £149!!!
Financial advice is becoming a service only available to the
most privileged people. Consumer Duty and increased regulatory reporting make it commercially impossible for financial advisers to provide traditional advice to most of the UK population - the advice gap.
In this episode, Ben talks to Bill Bottomley and Andy Wealthall of Lifetime, a financial advice firm who have made a very profitable business looking after clients other firms turn away.
They do things a little differently though!
We cover:
· Why Lifetime set their sights on the mass market
· Making financial advice a “team sport”
· The role of the non-qualified financial coach
· The vital role of technology (including AI avatars)
in their business
· How to deliver financial advice for £149!
If you want to find out more about lifetime, you can do so on
their website (www.lifetime-fm.com. If you’re thinking about stopping service to some of your lower value clients, get in touch with Andy (https://www.linkedin.com/in/andy-wealthall-0b71a435/)
to see how Lifetime could help.
A huge thank you to Owen James for sponsoring the podcast!
There are some great Red Folder events coming up and it’s never
too early to book onto 2024’s Meeting of Minds events.
You can see all events on their website https://www.owenjamesevents.com/listing/events.
View all episodes
By MeloFinancial advice is becoming a service only available to the
most privileged people. Consumer Duty and increased regulatory reporting make it commercially impossible for financial advisers to provide traditional advice to most of the UK population - the advice gap.
In this episode, Ben talks to Bill Bottomley and Andy Wealthall of Lifetime, a financial advice firm who have made a very profitable business looking after clients other firms turn away.
They do things a little differently though!
We cover:
· Why Lifetime set their sights on the mass market
· Making financial advice a “team sport”
· The role of the non-qualified financial coach
· The vital role of technology (including AI avatars)
in their business
· How to deliver financial advice for £149!
If you want to find out more about lifetime, you can do so on
their website (www.lifetime-fm.com. If you’re thinking about stopping service to some of your lower value clients, get in touch with Andy (https://www.linkedin.com/in/andy-wealthall-0b71a435/)
to see how Lifetime could help.
A huge thank you to Owen James for sponsoring the podcast!
There are some great Red Folder events coming up and it’s never
too early to book onto 2024’s Meeting of Minds events.
You can see all events on their website https://www.owenjamesevents.com/listing/events.