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‘Figure out the bottlenecks’: Collaborating for the future

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Manage episode 485408553 series 2512387
Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

This week on The ifa Show, host Keith Ford is joined by Adele Martin, founder of Financial Adviser Scale Squad, who speaks about the value of collaboration within the financial services sector and how this can help advisers grow and improve their businesses.

Ahead of presenting at the AI Summit in June, Martin explains how advisers can use AI in their practices to not only help them be more efficient but also in training the next generation of advisers.

Listen as they discuss:

  • Why advisers should be doing more than looking for referral partners.
  • The role of technology in enhancing advisers’ service offering.
  • How hosting workshops can help strengthen both client and partner relationships.
  continue reading

289 episodes

Artwork
iconShare
 
Manage episode 485408553 series 2512387
Content provided by The ifa Show and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The ifa Show and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

This week on The ifa Show, host Keith Ford is joined by Adele Martin, founder of Financial Adviser Scale Squad, who speaks about the value of collaboration within the financial services sector and how this can help advisers grow and improve their businesses.

Ahead of presenting at the AI Summit in June, Martin explains how advisers can use AI in their practices to not only help them be more efficient but also in training the next generation of advisers.

Listen as they discuss:

  • Why advisers should be doing more than looking for referral partners.
  • The role of technology in enhancing advisers’ service offering.
  • How hosting workshops can help strengthen both client and partner relationships.
  continue reading

289 episodes

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