For advisers and paraplanners there’s a plethora of Model Portfolio providers and solutions out there to choose from.
When you’re doing due diligence, it can sometimes be quite hard to spot the differences between them all. Then there’s the added complexity of knowing which ones really will work best for which clients – and for you as a business too of course.
But they’re not all the same – something today’s IFA Talk podcast sets out to explore.
Sue and Brandon’s guest this week is Paul Hogg, Head of Distribution at 8AM. 8AM are providers of data-driven investment solutions in the model portfolio space, with a clear evidence and outcomes based focus.
Their conversation examines what’s different about the 8AM approach as well as looking at how the team supports advisers in helping to make sure that their clients achieve their all important goals.
Check out the conversation HERE
Click here to listen on Apple Podcasts
