‘Figure out the bottlenecks’: Collaborating for the future
Update: 2025-05-28
Description
This week on The ifa Show, host Keith Ford is joined by Adele Martin, founder of Financial Adviser Scale Squad, who speaks about the value of collaboration within the financial services sector and how this can help advisers grow and improve their businesses.
Ahead of presenting at the AI Summit in June, Martin explains how advisers can use AI in their practices to not only help them be more efficient but also in training the next generation of advisers.
Listen as they discuss:
- Why advisers should be doing more than looking for referral partners.
- The role of technology in enhancing advisers’ service offering.
- How hosting workshops can help strengthen both client and partner relationships.
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