The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Podcast #139: Helping advisers build successful partnerships with MPS providers, with L&G’s Francis Chua
Manage episode 505540728 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an MPS provider and an advice business.
It’s a subject that remains front of mind for many advisers and wealth managers, especially as the MPS market evolves and client expectations continue to grow.
To learn more about L&G’s MPS, visit here. You can also visit L&G blogs for more thought leadership pieces.
Meet L&G’s Francis Chua
To help us dive into this topic, Sue and Matt are joined by Francis Chua, Fund Manager at L&G. Francis plays a key role in shaping L&G’s MPS proposition and shares his insights on what advisers are asking for, how L&G is set up to deliver, and where he sees the market heading.
What we cover in the conversation
- What advisers are cautious of when selecting an MPS partner
- What advice firms look for in a successful partnership
- How L&G supports advisers with services and tools
- How the MPS market is evolving – and what the future may hold
Listen to the full conversation
Tune in to hear Francis’s practical take on how to make long term MPS partnerships truly successful, and what that could mean for advisers and clients alike.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
100 episodes
Share
Manage episode 505540728 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this week’s IFA Talk podcast, we’re exploring model portfolio services (MPS), asking what really makes for a successful partnership between an MPS provider and an advice business.
It’s a subject that remains front of mind for many advisers and wealth managers, especially as the MPS market evolves and client expectations continue to grow.
To learn more about L&G’s MPS, visit here. You can also visit L&G blogs for more thought leadership pieces.
Meet L&G’s Francis Chua
To help us dive into this topic, Sue and Matt are joined by Francis Chua, Fund Manager at L&G. Francis plays a key role in shaping L&G’s MPS proposition and shares his insights on what advisers are asking for, how L&G is set up to deliver, and where he sees the market heading.
What we cover in the conversation
- What advisers are cautious of when selecting an MPS partner
- What advice firms look for in a successful partnership
- How L&G supports advisers with services and tools
- How the MPS market is evolving – and what the future may hold
Listen to the full conversation
Tune in to hear Francis’s practical take on how to make long term MPS partnerships truly successful, and what that could mean for advisers and clients alike.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
100 episodes
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Similar to IFA Talk
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Find distressed properties for pennies on the dollar and turn them for huge profits!
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continue reading
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Player FM - Podcast App
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