IFA: 'Figure out the bottlenecks': Collaborating for the future episode artwork

EPISODE · May 28, 2025 · 39 MIN

IFA: 'Figure out the bottlenecks': Collaborating for the future

from Wealth Management Podcast Network · host Momentum Media

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.

Episode metadata supplied by the publisher feed · Published May 28, 2025

Embed this episode

NOW PLAYING

IFA: 'Figure out the bottlenecks': Collaborating for the future

0:00 39:12

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Wealth Management Podcast Network?

This episode is 39 minutes long.

When was this Wealth Management Podcast Network episode published?

This episode was published on May 28, 2025.

Can I download this Wealth Management Podcast Network episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!