Listen to the podcast episodes and complete each quiz to earn CPD hours.

On each podcast page, scroll down to access the quiz: you can complete it online after listening to the podcast. Please contact us on if you have any questions.

Principals in Practice Podcast Series

Coming of age: What a professionalised advice industry means for business models

What does a professionalising industry mean for the shape of advice practices? Is mending the advice gap a pipe dream for an industry veering towards the top end of the consumer market, or can a mass market solution work?

Participants: Simon Hoyle, CoreData, and Paul Barrett, AZ NGA

Facilitator: Matthew Smith

Length: 35min

Take the QUIZ to earn your CPD points

Question 1
* According to CoreData’s Simon Hoyle, why do advice businesses models need to look different now compared to previously?
Question 2
It’s not a case of changing business models, AZ NGA’s Barret says. It’s a case of what?
Question 3
How does Barrett describe the experience of driving a product sales culture within an institution?
Question 4
Advice businesses can be small, medium or large, but to succeed they can’t be what according to Barrett?

Share This Article