Podcast #104: Partnering for success – working with a strategic investment partner
Featuring Brooks Macdonald’s Andrew Rockey and Tom Ball
In today’s increasingly complex financial and regulatory landscape, having a strategic investment partner by your side can make all the difference.
On this week’s IFA Talk podcast, Sue and Brandon sit down with Andrew Rockey, Head of Investment Solutions, and Tom Ball, Investment Solutions Director at Brooks Macdonald. Together, they explore how advisers can navigate today’s challenges and uncover opportunities to deliver effective, client-focused investment solutions.
This insightful conversation is packed with actionable takeaways, including a compelling case study that showcases how one advice firm transformed its approach – enhancing outcomes for…
