Making the shift from product provider to running an advice firm
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Making the shift from product provider to running an advice firm
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In this episode of the ifa Show, host Keith Ford speaks with Charlotte O'Meara, general manager of Falcon Financial Advisers, about her move away from her former role as head of responsible investment at Challenger to running an advice practice.
Charlotte unpacks the differences between being on the product provider side of the financial services sector and the advice side, how her understanding of client needs has evolved, and the expertise she can transfer across.
Tune in to hear:
- How Falcon is planning to accelerate its growth strategy with the "Falcon engine".
- What the biggest challenges of shifting to a whole new side of the industry are.
- How the firm is applying better processes, technology, and structured pathways for the next generation of advisers.
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