On this episode of Open For Business, we speak to Wealth Vantage Advisory’s Rafiq Hidayat and Idham Idris about the business of financial planning, what it needs to do to keep up with the times, and why they believe that AI won’t replace Financial Planners.

We also explore the reasons behind starting this relatively new firm and why they broke away from the commission-driven agency mentality to focus on comprehensive financial planning, what’s behind their ambition to grow by 20X by 2026, and recruitment strategies given that ​ the number of Financial Planners is key to driving a firm’s revenue growth.

Produced by: Roshan Kanesan

Presented by: Roshan Kanesan

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Categories:  economy,  managing,  financial wellness,  young finance

Tags:  ofbbb2023,  financial planning firm,  financial services industry,  financial planning,  financial advisory,  financial planners,  financial literacy,  financial services,