The route to a successful ‘Lean, Mean, Planning Machine’

What do you need to do in order to take your advisory practice to the next level?

In April 2022, host Georgina Smith welcomed UK financial services specialist, Phil Billingham, to explore in detail the difference between financial planning and financial advice.

The two looked at the route you need to follow to get to where you want to be, unpacking the relative models and their metrics.

Listen today for a robust industry discussion, ideal for any adviser wondering what the future holds and how best to navigate it.

Featuring:

Phil Billingham

Adviser, planner, writer, trainer and business consultant

Georgina Smith

Head of Distribution INN8 Investment Platform

INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider, with licence number 590 and registered office residing at 17 Melrose Boulevard, Melrose Arch, Johannesburg, 2196, South Africa; and a registered business name of STANLIB Fund Managers Jersey Limited, regulated by the Jersey Financial Services Commission, with registration number 30487 and registered office residing at Standard Bank House, 47-49 La Motte Street, St Helier, Jersey JE2 4SZ.