Heather’s Journey into Wealth Management
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Heather Hopkins, founder and Managing Director of NextWealth. Heather shares her unique journey of joining the financial services industry twice and what inspired her to establish a research-led consultancy dedicated to supporting advisers and wealth managers.
Adviser Platforms: Provider or Adviser Focus?
The conversation explores whether platforms should be built with providers or advisers in mind. Heather draws on data-driven insights to explain how platforms can better serve advisers by focusing on usability, integration, and delivering value to clients.
Key Insights from the MPS Report
Heather also shares findings from NextWealth’s latest MPS Report, which analyses discretionary model portfolio services. She explains how these solutions are evolving, the role of cost transparency, and what advisers should consider when evaluating MPS providers.
Driving Change in the Adviser Market
The discussion highlights Heather’s perspective on how the adviser market can adapt to meet changing client needs. From technology adoption to regulatory shifts, she outlines what firms must do to thrive in a competitive environment.
Heather’s Personal Approach to Retirement
Finally, Heather opens up about her own approach to retirement planning, offering advisers an authentic look at how a leading industry thinker applies financial strategies in her personal life.
Why Advisers Should Listen
For advisers seeking insight into platform dynamics, MPS solutions, and the forces shaping the future of advice, this episode is essential listening. Heather’s blend of data expertise and practical perspective provides a valuable resource for firms planning ahead.
To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more insights on Timeline.
