Podcasts with Ben Searle: Recent Episodes
Fundcraft
Join me as I aim to help IFAs in the offshore markets, by sharing information on products and services that may benefit their business and clientele
On this episode of the show, we are diving into the company, On Track International (www.ontrackinternational.com) where we will be discussing the soft sale skills for the IFA market and having personally gone their training and development program- it has definitely given me a sense of self actualisation and how to focus my skill set into what I do.
On this episode of the show, we are diving into the company, Veritas, and understand how their platform can help the IFA clients save more money with reduced fees and re-establish a level of investment control they perhaps did not have before.
On this episode of the show, we are diving into the company, Old Mutual International, with their Head of Technical Sales, Jason Pearce , and understand how their platform can help IFAs access tax efficient options for their clients and how they can support practice buyout options to the more seasoned IFAs in the offshore market
Is the life company you’re dealing with limiting your clients investment choices? Perhaps there are asset classes which suit your clients needs but not accessible with their current plan? I’m interviewing the Robin Thuresson, Sales Director from Custodian Life and understand what makes their portfolio bond unique.
There are many platforms in the market place for IFAs but very few aim to give the attention and “hands on” approach when compared to the company, Just Service. In this podcast I’ll be interviewing the CEO, Phil Neilson and discuss how this platform can add real value to the IFAs book of business.