IMAP Podcast Series - Independent Thought
The Institute of Managed Account Professional's role (IMAP) is to be the industry organisation for advisers, managers, providers & businesses actively involved in offering or supporting Managed Accounts. Our goals are to assist managed account professionals by providing: - Information via news, email updates, website & articles- Education - through events, webinars, conferences, & podcast- Representation - to regulators such as ASIC and FASEA
IMAP Podcast Series - Independent Thought
Episode 44: The Backbone of Effective MDAs
•
IMAP
•
Episode 44
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
This episode join our host Emily Barlow (Perpetual Private) with Michael Karagianis (JANA) and Adrian Vidotto (Strategic Wealth) as they discuss:
- The partnership between JANA and Strategic Wealth
- Why MDA's have become central to Strategic Wealth's model
- Emerging themes shaping their advice approach