Episode 3 - Why do financial adviser firms need to modernise their working environments and their business operating models?
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Episode 3 - Why do financial adviser firms need to modernise their working environments and their business operating models?
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Paul Miles, Chris Baigent-Reed, Chris Pitt and Helen Clark discuss the range of skills required, capabilities and practical considerations when navigating the complexity of running a modern Advice firm. Talking through real life experiences of the strategies they are helping firms implement as well as the importance of conducting capability audits (and how to approach this) to create the right environment and culture to attract and retain the talent needed.
This podcast provides lots of practical advice and tips that will help you navigate the complexities of advice firm business ownership.
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