The landscape of the financial advice industry has changed rapidly over the past decade, meaning major changes for clients and advisers alike. To unpack the changes, what these mean for clients and advisers, and what the future of financial advice looks like, we've brought Tristan Scifo and Harry Goldberg from Purpose Advisory onto the panel alongside Dr Jeffrey Scott, head of advice strategy at Metlife.
In today's investment webinar, Nucleus Wealth's Head of Operations Shelley George, Head of Investments Damien Klassen, Head of Advice Tim Fuller and our panel of Financial Advisers dive into the Future of Financial Advice
View the webinar slides here: https://nucleuswealth.com/webinars/the-future-of-financial-advice-with-purpose-advisory-and-metlife-nucleus-investment-insights/
A terrific show to help our listeners get more understanding about the past, present and future of financial advice, and some great insights into how advice can be of use across all ages.
You can find Tristan and Harry here: https://purposeadvisory.com.au/
And contact Jeffrey directly here: [email protected]
To listen in podcast form click here: https://nucleuswealth.com/podcasts/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast
Get an obligation-free portfolio recommendation to see how we would invest for you: https://portal.nucleuswealth.com/register/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast
Learn more about the hosts: https://nucleuswealth.com/people/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast
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Nucleus Wealth is an Australian Investment & Superannuation fund that can help you reach your financial goals through transparent, low cost, ethically tailored portfolios. To find out more head to https://nucleuswealth.com/?utm_source=youtube&utm_medium=direct&utm_campaign=podcast.
The information on this podcast contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen and Tim Fuller are an authorised representative of Nucleus Wealth Management. Nucleus Wealth is a business name of Nucleus Wealth Management Pty Ltd (ABN 54 614 386 266 ) and is a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796
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