Midwinter’s Head of Distribution, Andrew Whelan and Head of Product, Ivon Gower recently appeared on the IFA show to talk about the evolution of goals based advice and what’s behind the buzz-word.
In this podcast, they talk about ways that advisers can leverage technology to create new operating models and fee structures in their practice, and better engage and retain clients.
You can find out more here or listen to the podcast ‘The evolution of goals based advice’ via the links below.
