In this episode of ‘In Conversation With…’, host Kimberley Dondo chats with Julie Greenwood from Octopus Money and Hayley Rabbets from The Verve Foundation about closing the advice gap through industry collaboration.
They discuss achieving tangible outcomes, balancing altruism with commercial goals and why a family-centric approach is key to modern financial advice. Learn how these partnerships can shape the future of financial education and inclusion.
Why is the adviser sector soooo wraped up with advice proliferation – especially to those if limited means?
OR… is it the service and product providers who are so?? Maybe they worry about two things mainly – 1. Dwindling of their end disributors; and, 2. Having to deal with bods who may not receive full advice, but rely upon narrow and prescriptive offerings to match their training, sic…?
Good Lord…and what about MM…where will the cheap vendor copy come from??