

Matt Lawler and Darren Whereat
7 snips Sep 20, 2024
Matt Lawler, Group Executive Advice at AMP, oversees the transition of major financial planning entities, while Darren Whereat, CEO of Rhombus Advisory, champions the evolution of financial advice. They discuss the transformative impact of the Royal Commission and the strategic spin-offs of major firms. The conversation highlights the need for fiduciary independence and adapting business models to enhance client trust. They also emphasize improving advisor efficiency, the significance of capital investment, and the importance of navigating the evolving landscape of financial advice.
Chapters
Transcript
1 2 3 4 5 6 7
Intro
00:00 • 4min
Strategic Evolution: The Spin-off Journey of Insignia and Rhombus
04:00 • 2min
Evolving Strategies in Financial Advisory
05:48 • 17min
Capital Investment in Financial Advisory
23:08 • 5min
Maximizing Advisor Efficiency and Network Growth Insights
28:22 • 4min
Navigating Change in Advisory Services
32:15 • 7min
Navigating the Future of Financial Advice
39:40 • 10min