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Episode details

In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice “as a product”, and how all the stakeholders (from regulators to advisers and clients) are benefiting from this approach.

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Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn
FPA Website

Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn
FINNACLE Website

Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn
Optimo Financial Website

Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn
Real Life Financial Planning Website

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You can get a transcript of this podcast here

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