The Meaningful Money Personal Finance Podcast cover image

BQ3: How do I get advice if I'm not rich?

The Meaningful Money Personal Finance Podcast

00:00

How to Be an Independent Advisor

Leslie: I think it's potentially you're sort of flying in the face of decades of advisor marketing, which has said independence is the best. But actually, if it's done, if restricted is the chosen avenue for the right reasons, it just makes all the sense in the world to me. So, I wanted to sort of really focus on that because it's restricted for all the right reasons. We then take that information and we have some more technology that we can then put some of that information through. Just to come up with effectively a first case set of suggestions.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app