Unlock the secrets to transforming your financial advisory business as Sam Carroll, Managing Director of Talem Wealth, shares the firm's incredible journey as an early adopter of cutting-edge Separately Managed Accounts (SMAs). 

Learn the true advantages of SMAs in building trust and efficiency with clients. Hear Sam discuss how clear communication and transparency can enhance client trust and confidence. Understand the significant reduction in workload for financial advisers and the instantaneous changes that SMAs can offer. We also delve into the importance of involving the next generation in financial planning, discussing estate planning and ensuring service continuity across generations — crucial for managing an aging client base and facilitating intergenerational wealth transfer.

Explore the evolving landscape of managed accounts and their appeal to different generations and wealth levels. Sam dispels the myth that managed accounts are too generic, highlighting their customisation capabilities and technological benefits such as trading, reconciliation, tax management, and instant reporting. As we look ahead to future trends, Sam offers practical advice for advisers eager to transition to SMAs, emphasising the importance of fully committing to streamline processes to achieve superior business outcomes. Tune in to gain invaluable insights and stay ahead in the world of financial advice.