In a podcast first, the chiefs of the three major adviser directories joined New Model Adviser online producer Ollie Smith and Yardstick Agency director Phil Bray to talk tech, advice and financial guidance.
Taking part in the podcast were:
- Adam Price, chief executive of VouchedFor;
- Karen Barrett, chief executive of Unbiased; and,
- Ray Adams, director of Niche IFA and founder of AdviserBook.
Nothing was off limits. Besides discussing the future role of their businesses in improving access to financial advice, our guests each answered a pressing question prepared by Yardstick Agency director Phil Bray, based on feedback from his own clients about each business proposition.
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