At this year's New Model Adviser® Roadshows, Michelle Hoskin joined our panel session to highlight the key business issues facing IFAs in 2018 and beyond.
Hoskin, director at Standards International, has worked with IFAs across the UK, and has helped many to maximise the potential of their businesses.
In this follow-up, she joins us in the Citywire studio for a series of discussions focusing on the real pain points.
For this episode, we are also joined by Ian Painter, managing director of Affinity Integrated Wealth Management, to talk about the transition from being an IFA with a small business, to being a fully-fledged business manager. This transformation is a struggle for some, which we aim to unpick as we discuss 'how to be the boss'.