IFA: Why advice is a people profession
An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "IFA: Why advice is a people profession" was published on November 6, 2023 and runs 23 minutes.
November 6, 2023 ·23m · Wealth Management Podcast Network
0:00 / 0:00
Episode Description
In this episode of the ifa Show, host Keith Ford is joined by Adam Holster, professional services banking executive at NAB, to discuss the optimistic outlook for growth among advice practices.
Mr Holster explains the findings of recent NAB research that the majority of advice firms expect strong growth over the next 12 months, how this is enabling them to attract their ideal clients, and why advice is all about people.
Listen as they discuss:
- The impact of regulation on advisers and how the Quality of Advice Review will play out.
- How younger advisers can enter the industry with banks no longer a pipeline.
- How an increase in mergers and acquisitions will impact the industry.
Similar Episodes
Getting Inclusive AF with Dr. Rebecca Eldredge - Episode 154
Jun 16, 2025 ·52m
Getting Inclusive AF with Katee & Jackye - Episode 153
Jun 3, 2025 ·42m
Getting Inclusive AF with Katee & Jackye - Episode 152
May 21, 2025 ·21m
Getting Inclusive AF with Katee & Jackye - Episode 150
May 1, 2025 ·32m
Getting Inclusive AF with Nico Santos - Episode 149
Apr 22, 2025 ·44m
Similar Podcasts
Swiss Banking Lawyers Podcast
Enzo Caputo
A podcast by Enzo Caputo focusing on wealth management, Swiss banking, tax optimisation, international relocation, business opportunities and more. Enzo Caputo is the founder and CEO of Caputo & Partners AG (Ltd.), a Swiss Company helping international private clients. Most of our clients have bank accounts in Switzerland. All members of our team have collected professional experience inside a Swiss bank for more than 20 years and have a wide-spread network with other bankers. Such private connections with other Swiss bankers can produce much better results in the benefit of our clients.Our insider knowledge, combined with our insider connections are the key factors to be successful in solving the problems for our clients. Our boutique law firm is not on the payroll of the powerful Swiss banks as the other big law firms. Intentionally, we do not accept Swiss banks as our clients. Our highly-experienced team of international professionals consists of banking lawyers, bankers, taxati
The Inclusive AF Podcast
WRKdefined Podcast Network
Welcome to the Inclusive AF Podcast, your go-to destination for all things DEI, HR, and workplace inclusivity. Hosted by two BFFs with a combined decades of experience in the people space, Katee Van Horn and Jackye Clayton, this podcast is where candid conversations meet insightful, actionable strategies. Together, they dive deep into the complex (and often messy) world of Diversity, Equity, and Inclusion, exploring how to build workplaces that are not just diverse, but truly inclusive.Katee is a dynamic Chief People Officer and DEI thought leader at WebPros, dedicated to shaping inclusive corporate cultures that empower underrepresented groups. With expertise in global HR strategy, leadership development, and talent management, Katee brings a wealth of knowledge—and a sense of humor—to every episode.Jackye, a seasoned HR tech and DEI professional, has spent over 15 years driving transformative change in the workplace. A connector at heart, she bl
How to Lose Money
Paul Moore and Josh Thomas
Hosted by Paul Moore and Josh Thomas, How to Lose Money is a wealth-building podcast dedicated to the honest, sometimes gut-wrenching stories of business and life lessons learned. If you're an entrepreneur going through a tough season, a business executive wanting to avoid strategic mistakes, or just someone who loves to hear about victories earned on the other side of painful trials, this podcast is for you. With new episodes every Monday, we feature an interview with a business leader who has made mistakes that you don't need to repeat. We discuss topics like: risk-taking, financial principles, entrepreneurship, growing your business, real estate investing, best business concepts, leadership, books and resources, relationship hacks, networking, passive income, time management, and more!
Let's Coach with Carolyn - Career Strategist, Leadership and Life Coach
Carolyn R Owens
Carolyn R. Owens and her guests bring a wealth of experience, offering strategies, business tips, and techniques from the coaching world. It's an uplifting, motivating hour offering unique perspectives on life, taking the best from the professional and sports coaching worlds to apply in your everyday life. In this podcast, we focus on topics such as: · How to start, grow, and expand your business · How to get started as a professional coach · Entrepreneurship strategies for leaders and coaches · Creating work-life balance, self-care, and health and wellness · Critical life skills such as finances, stress management, and imposter syndrome · Networking, building, and managing professional relationships · Romance and intimate relationships · Team building strategies · Professional and personal development for high achievers, · Creating more fun and adventure