IFA Excellence Awards 2020 Finalist Showcase - Dealer Group of the Year episode artwork

EPISODE · Oct 19, 2020 · 19 MIN

IFA Excellence Awards 2020 Finalist Showcase - Dealer Group of the Year

from The ifa Show · host Momentum Media

In the last IFA Excellence Awards finalist showcase before this year's awards, host Sarah Kendell is joined by Capital Group managing director of financial intermediaries Jorden Brown, as well as finalists for Dealer Group of the Year, Cobalt Advisers' Conaill Keniry and Lifespan Financial Planning's Michael Gershkov. Conaill and Michael discuss the concerns many advisers often have with the traditional dealer group model, and the importance of helping financial planners to deliver truly independent and high quality service to clients. Our panel of guests also look at how to facilitate the exchange of best practice ideas between advisers and why it's important to do comprehensive due diligence when selecting the best dealer group to work with.

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IFA Excellence Awards 2020 Finalist Showcase - Dealer Group of the Year

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In the last IFA Excellence Awards finalist showcase before this year's awards, host Sarah Kendell is joined by Capital Group managing director of financial intermediaries Jorden Brown, as well as finalists for Dealer Group of the Year, Cobalt...

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