With the banks exiting the space, technology providing new efficiencies and with clients requiring fresh ideas around the relationship with advice there is considerable scope for practices to excel and grow. This session explores case studies of how innovative practices are redefining the scope, scale and profitability of advice as a service.
SPEAKERS:
Paul Barrett, chief executive, AZ Next Generation Advisor
Anne Graham, CEO/financial adviser, StoryWealth
Rob Jones, chief executive, Peloton Partners
MODERATOR:Matthew Smith, director of retail content, Conexus FinancialVIEW ROB’S PRESENTATION SLIDES HERE
“I stopped counting my direct reports at 35,” Paul Heath says. In a revealing fireside discussion, the Koda Capital co-founder and CEO explains the group’s remarkably flat structure, its unconventional scale game and why he and Steve Tucker are giving away half the firm’s equity.
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