Abraham has an insightful discussion with Brett Davidson, covering:
- Brett’s background and how he got into the industry
- His latest paper, ‘What next for financial planning in the UK?’: Discussing The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail by Clayton M Christensen, the significance and differences between disruptive and sustaining innovation, what could become disruptive forces in the marketplace, why doesn’t financial planning scale very well, and much more…
- If he was given £100k today to start a new financial planning business, what would it look like?
- Brett’s approach to working with firms and his plans for retirement
Adviser 3.0: The Podcast