XY Adviser
XY Adviser
Feb 6, 2019
#118 Mark Hoven
Play • 45 min

“Is the licensee creating the right environment for the adviser to do their best work in the best interests of the client?”

You’ll hear the above quote delivered by this week’s guest, Mark Hoven (LinkedIn: /markhoven) - CEO Wealth at Adviser Ratings. You’ll also hear why this particular question is part of the reason Adviser Ratings are now looking to roll out a rating system for licensees within the Financial Services industry.

Mark’s professional career is an impressive (and mixed bag) of engineering, stock broking and corporate finance. Though it’s his current role where he really shines, leading a growing and highly responsive startup team.

In this episode you’ll learn:

8:53 – Why you can be truly responsive as a scaling startup.

13:18 – How Adviser Ratings are becoming a bridge to the industry between consumers and advisers.

19:20 – The limitations advisers face with licensees in delivering their best work to clients.

22:09 – Will a lack of uncertainty remain if there is a change of government?

26:01 – How we can start servicing groups, who have traditionally not been touched by advice.

34:15 – Is technology the answer to all advisers problems?

Show Notes:

Adviser Ratings Robo Register - https://www.adviserratings.com.au/pdf/RoboRegister_ONLINE.pdf

XY Adviser Online Training Platform - https://www.xyadviser.com

General Disclaimer - https://www.xyadviser.com/disclaimer/

This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.

They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.

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