The Intama podcast will give you insights in generating new growth opportunities, for advice firms, financial product and service providers.
Our founder and Managing Director, Ray Djani, is passionate about delivering measurable growth by bringing together the right elements to realise opportunities.
Joined by Brad Matthews, the founder and director of consulting firm BMIS, we explored the role and importance of Invesment committees.
In this podcast episode, we look at the first few steps you need to think about when you're looking at whether or not Managed Account is right for your business.