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How to benefit from the great wealth transfer
Manage episode 400066225 series 2558907
Attracting the next generation of clients is vital for the financial advice industry. But what's an effective way to do it? Thinking about technology seems a good starting point...
In this week's podcast FT Adviser senior reporter Alina Khan is joined by Ben Barratt from First Sentinel Wealth and Benchmark's Gillian Hepburn to discuss the great wealth transfer.
The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues.
Hosted on Acast. See acast.com/privacy for more information.
398 episódios
Manage episode 400066225 series 2558907
Attracting the next generation of clients is vital for the financial advice industry. But what's an effective way to do it? Thinking about technology seems a good starting point...
In this week's podcast FT Adviser senior reporter Alina Khan is joined by Ben Barratt from First Sentinel Wealth and Benchmark's Gillian Hepburn to discuss the great wealth transfer.
The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues.
Hosted on Acast. See acast.com/privacy for more information.
398 episódios
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