The route to a successful ‘Lean, Mean, Planning Machine’
What do you need to do in order to take your advisory practice to the next level?
In April 2022, host Georgina Smith welcomed UK financial services specialist, Phil Billingham, to explore in detail the difference between financial planning and financial advice.
The two looked at the route you need to follow to get to where you want to be, unpacking the relative models and their metrics.
Listen today for a robust industry discussion, ideal for any adviser wondering what the future holds and how best to navigate it.
Featuring:
Phil Billingham
UK Financial Specialist
Georgina Smith
Head of Distribution and Sales
INN8 Investment Platform
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Related resources
- Watch: This podcast is an extract of the webinar From Sales to Advice to Planning. A live webinar recorded in April 2022.
- Read: Standing in the Gap: The True Value of an Adviser. An article unpacking the value that adivsers bring to the table and the importance of personalisation to be client centric.
- Read: Dear Wealth Manager, What’s In Your Tech Stack? An article by Mickey Gambale that unpacks how you use technology in your business could help prepare you for advancements in regulation changes such as the pending introduction of RDR.
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