In this podcast series from Quilter Financial Planning, we lift the lid on the world of financial advice, removing the typical stereotypes and allowing listeners to see the industry in a more real, honest and empathetic light.

Hannah Vaughan Jones

Hosted by Emmy-nominated journalist and CNN presenter Hannah Vaughan Jones, the series addresses common misconceptions head on, gathering advice from practicing advisers and speaking with those who have overcome hurdles to choose this path, from all walks of life.

The series is a must for existing advisers, providing useful tips on business development as well as providing insight for anyone considering a new career in financial advice.

 

You can find our episodes on all major podcast providers. To subscribe now use the links below.

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Podcast episodes

Episode 4 - Female financial advisers – what it takes to succeed

In our fourth episode we hear from three successful female financial advisers about their varied experiences in business, their passion for the job and what it takes to make it. We focus on the positive changes to a previously male-dominated industry, the differences between male and female advisers, whether working parents can thrive and what our guests think it takes to succeed in this industry. This brilliant and upbeat episode hosts three incredible women who are continuing to make their mark on the industry, peppered with advice for those thinking of joining the financial advice ranks.

Listen and download Episode 4 of Beyond the balance sheet on AppleGoogle or Spotify.

Episode 3 - Building blocks – establishing and growing a business

In this episode we talk to three advisers about their business success, and the road they travelled along the way. We delve into the ever-changing world of finance and how each one used both business and their own life skills to build and develop successful enterprises from a one-man band or start-up, to something much bigger. This fascinating and amusing episode follows three different paths to prosperous careers, as we learn a few tips and tricks for those thinking of getting into the financial advice industry as well as those looking to build their businesses.

Listen and download Episode 3 of Beyond the balance sheet on AppleGoogle or Spotify.

Episode 2 - Career changers

Sometimes, we need to take a risk and make that big change in life. In the second episode of Beyond the balance sheet, we speak to three people who have done just that, moving from very different careers into financial advice. Have you ever considered jumping ship? Do transferable skills really work in different industries? We answer all of these questions and more, delving into what attracted our guests to financial planning and how they’ve found it. Inspiring and uplifting, this episode shows that it’s never too late for a change.

Listen and download Episode 2 of Beyond the balance sheet on AppleGoogle or Spotify.

Episode 1 - Uncovering today’s financial advisers

In this first episode, we explore the fundamental differences between the public perceptions of "a hard salesman" vs the reality, while delving into common misconceptions and looking at the actual personality traits of successful financial advisers. Our expert guests, behavioural economist Mark Pittaccio and Quilter Financial Adviser School recruitment manager Lauren Ashworth, share surprising insights that may resonate and show you’re just the right match for a career in financial advice.

Listen and download Episode 1 of Beyond the balance sheet on AppleGoogle or Spotify.

New episodes available fortnightly

 

Want to become a financial adviser?

You can learn more about how the Quilter Financial Adviser School can help you become a financial adviser here.

Quilter Financial Adviser School

Already a financial adviser?

You can find out more about joining Quilter Financial planning here.

Quilter Financial Planning