Shape of advice cover image

Matt Lawler and Darren Whereat

Shape of advice

00:00

Navigating the Future of Financial Advice

This chapter explores the evolving landscape of the financial advice profession, focusing on new types of qualified advisors and their impact on accessibility. The discussion emphasizes the importance of high educational standards, clear definitions of advice, and a unified voice to effectively influence policy and address the changing needs of clients.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner