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Contenido proporcionado por The Money Gains Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Money Gains Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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"Financial Advisors Get A Bad Rep - Here's Why?!" - with Ian Dempsey

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Manage episode 432916896 series 3445597
Contenido proporcionado por The Money Gains Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Money Gains Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This week I'm delighted to welcome Ian Dempsey who's an IFA (Independent Financial Advisor)
Ian is such great fun and we discussed all about the current state of the industry and how he's hoping to change it with a different approach to dealing with clients.
In this episode:
🧠 Finding an independent financial advisor (IFA) who has the client's best interests at heart is crucial.
🧠 The financial services industry needs to be more accessible and transparent to benefit everyone.
🧠 The younger generation has access to a wealth of information and can make informed financial decisions.
🧠 The 'grey suit brigade' represents the older generation of financial advisors and what they are doing or 'not' doing for the industry
🧠 Ian's aims to make financial information more accessible and help people make better financial decisions.
🧠 How social media has given people the freedom to express their thoughts without consequences, leading to a lack of accountability.
🧠 Building a personal brand on platforms like LinkedIn requires perseverance, consistency, and finding your own unique approach.
AND SO MUCH MORE!
Ian's Links:
LinkedIn > https://www.linkedin.com/in/ian-dempsey

Take the FREE Money Personality Quiz 👉🏼 https://upthegains.co.uk/quiz

  continue reading

88 episodios

Artwork
iconCompartir
 
Manage episode 432916896 series 3445597
Contenido proporcionado por The Money Gains Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Money Gains Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

This week I'm delighted to welcome Ian Dempsey who's an IFA (Independent Financial Advisor)
Ian is such great fun and we discussed all about the current state of the industry and how he's hoping to change it with a different approach to dealing with clients.
In this episode:
🧠 Finding an independent financial advisor (IFA) who has the client's best interests at heart is crucial.
🧠 The financial services industry needs to be more accessible and transparent to benefit everyone.
🧠 The younger generation has access to a wealth of information and can make informed financial decisions.
🧠 The 'grey suit brigade' represents the older generation of financial advisors and what they are doing or 'not' doing for the industry
🧠 Ian's aims to make financial information more accessible and help people make better financial decisions.
🧠 How social media has given people the freedom to express their thoughts without consequences, leading to a lack of accountability.
🧠 Building a personal brand on platforms like LinkedIn requires perseverance, consistency, and finding your own unique approach.
AND SO MUCH MORE!
Ian's Links:
LinkedIn > https://www.linkedin.com/in/ian-dempsey

Take the FREE Money Personality Quiz 👉🏼 https://upthegains.co.uk/quiz

  continue reading

88 episodios

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