Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

There’s no denying uncertainty within Financial Services is at an all-time high. However, in light of this, Scott Farmer of Bravium believes this is a golden opportunity for Financial Advisers to re-evaluate their business models, think about how they can add and articulate their value to their clients and continually evolve. He doesn’t for one minute think it will be easy, but he’s confident it will be worth it if Advisers are to continue making a meaningful difference to clients lives and build profitable businesses. Bravium has been supporting a fee for service model since 2009. Taking a totally holistic approach, Scott and his team will not take on new clients who are only looking for specific transactional advice. This episode is a deep dive into Scott’s value proposition and the process he has built to ensure his team are continually going above and beyond for their clients. Episode highlights: 4:10 - How industry uncertainty is prompting Advisers to re-evaluate their business models 6:15 – How you tran