With the banks exiting the space, technology providing new efficiencies and with clients requiring fresh ideas around the relationship with advice there is considerable scope for practices to excel and grow. This session explores case studies of how innovative practices are redefining the scope, scale and profitability of advice as a service.
Paul Barrett, chief executive, AZ Next Generation Advisor
Anne Graham, CEO/financial adviser, StoryWealth
Rob Jones, chief executive, Peloton Partners
MODERATOR: Matthew Smith, director of retail content, Conexus Financial
VIEW ROB’S PRESENTATION SLIDES HERE