Episode 6 - The next generation: Graduates
In our final episode we chat with two graduates about their advisory training, the path that led them to financial planning and the surprising things they’ve learnt along the way. We hear how the Quilter Financial Adviser School helped them and chat to the head of training, who explains the school’s ethos and goals. If you’ve ever thought about being a financial planner this is the episode for you, full of insight into training and qualification, as well as the surprising traits that some of the most successful advisers possess.
Episode 5 - Legacy building - how to plan your next move
The financial advice industry is set to lose around 60% of its advisers in the next decade. How do those advisers planning for their retirement leave behind a strong legacy that continues to provide for their clients? In this episode, we speak with three advisory experts around retirement and legacy building. This thought-provoking episode gives key insight into the strategic planning needed. We look at how far ahead advisers need to think, building value into their business and ensuring clients continue to be looked after.
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.
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.
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.
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.