IFA: The profit first model: Nurturing a culture of giving episode artwork

EPISODE · Sep 15, 2023 · 19 MIN

IFA: The profit first model: Nurturing a culture of giving

from Wealth Management Podcast Network · host Momentum Media

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Adele Martin, founder of My Money Buddy and the Savings Squad podcast, to discuss how she is giving back through her business. Ms Martin touches on how and why she implemented a profit first model in her business and speaks about why setting aside funds for charitable donations and random acts of kindness is important to her. Ms Martin also introduces her new initiative which, in addition to charitable benefits, strives to foster a sense of community within the financial advice industry by offering support and mentorship to financial advisers. Lastly, Ms Djurdjevic and Ms Martin touch on the latest news in financial advice, including her views on the experience pathway. 

Episode metadata supplied by the publisher feed · Published Sep 15, 2023

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IFA: The profit first model: Nurturing a culture of giving

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