Vai offline con l'app Player FM !
Approaching financial advice like a barrister
Manage episode 409044073 series 2512387
In the latest episode of the ifa Show, host Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention. Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and their clients in a way that is modelled on how a barrister works with solicitors.
Listen as they discuss:
- How “niching” within advice can improve outcomes.
- The Compensation Scheme of Last Resort levy and the need for a break from regulatory changes.
- Where the financial advice profession is heading.
269 episodi
Manage episode 409044073 series 2512387
In the latest episode of the ifa Show, host Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention. Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and their clients in a way that is modelled on how a barrister works with solicitors.
Listen as they discuss:
- How “niching” within advice can improve outcomes.
- The Compensation Scheme of Last Resort levy and the need for a break from regulatory changes.
- Where the financial advice profession is heading.
269 episodi
Tutti gli episodi
×Benvenuto su Player FM!
Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.