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IFA: The future of single practitioner advice firms

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Manage episode 438871988 series 2774996
Indhold leveret af Momentum Media. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Momentum Media eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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:

  • Why advisers need to decide early if they want to remain a single practitioner firm.
  • The difference between working as an adviser and running an advice firm.
  • How single practitioners can ensure they remain sustainable in the long run.
  continue reading

256 episoder

Artwork
iconDel
 
Manage episode 438871988 series 2774996
Indhold leveret af Momentum Media. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Momentum Media eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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:

  • Why advisers need to decide early if they want to remain a single practitioner firm.
  • The difference between working as an adviser and running an advice firm.
  • How single practitioners can ensure they remain sustainable in the long run.
  continue reading

256 episoder

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