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.

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.

Beyond the balance sheet lifts 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. Hosted by journalist and 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 podcast is a useful tool for existing advisers, providing useful tips on business development as well as providing insight for anyone considering a new career.

Beyond the balance sheet lifts 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. Hosted by journalist and 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 podcast is a useful tool for existing advisers, providing useful tips on business development as well as providing insight for anyone considering a new career.

Beyond the balance sheet podcast

Beyond the Balance Sheet

Legacy building – how to plan your next move

Navigating your career and knowing when’s the right time to take the next step can be a daunting obstacle, so in this episode we discuss advancing your career in financial planning and top tips in which to do so effectively. We’ll delve into hurdles that financial advisers might face earlier on in their careers and how they can overcome them. We’ll also discuss the best ways to effectively grow your client base, your skills as a financial adviser, and ultimately achieve your goals and ambitions. Joining our host, Hannah Vaughan Jones for the discussion is Chanelle Pattinson, Co-Founder and Financial Planner at Money Means, and Julian Hince, Head of the Quilter Financial Adviser School.

Navigating your career and knowing when’s the right time to take the next step can be a daunting obstacle, so in this episode we discuss advancing your career in financial planning and top tips in which to do so effectively. We’ll delve into hurdles that financial advisers might face earlier on in their careers and how they can overcome them. We’ll also discuss the best ways to effectively grow your client base, your skills as a financial adviser, and ultimately achieve your goals and ambitions. Joining our host, Hannah Vaughan Jones for the discussion is Chanelle Pattinson, Co-Founder and Financial Planner at Money Means, and Julian Hince, Head of the Quilter Financial Adviser School.

Taking the next step: Key advice on how to accelerate your financial career

If you have spent a portion of your life pursuing and building a career in the sporting industry or the military, there may come a time when you find yourself retiring or leaving the sector before you are ready to give up work altogether, and in this episode we discuss why you should be considering a career leap to financial advice. Our host, Hannah Vaughan Jones, is joined by ex-military Patrick Glennon, Director at Patrick James Solutions, and ex-golfer James Reiss, CEO at David James Wealth, and together they discuss the abundance of transferrable skills you’ll uncover from people with these career backgrounds and the value they can add to your business.

If you have spent a portion of your life pursuing and building a career in the sporting industry or the military, there may come a time when you find yourself retiring or leaving the sector before you are ready to give up work altogether, and in this episode we discuss why you should be considering a career leap to financial advice. Our host, Hannah Vaughan Jones, is joined by ex-military Patrick Glennon, Director at Patrick James Solutions, and ex-golfer James Reiss, CEO at David James Wealth, and together they discuss the abundance of transferrable skills you’ll uncover from people with these career backgrounds and the value they can add to your business.

Transferring your skills: Why ex-sporting and ex-military workers make great financial advisers

Building a business for the first time can seem like a big step, in this episode we focus on the options financial planners have when it comes to taking full control of your career and starting your own financial planning business. We discuss how financial planners can free themselves from the restrictions of employment to create a business model that enables you to work to your own agendas and goals. Joining our host, Hannah Vaughan Jones, for the discussion is John Kerr, Recruitment and Establishment Director at Quilter Financial Planning, and Sam Bedlow, Director at Amplify Wealth.

Building a business for the first time can seem like a big step, in this episode we focus on the options financial planners have when it comes to taking full control of your career and starting your own financial planning business. We discuss how financial planners can free themselves from the restrictions of employment to create a business model that enables you to work to your own agendas and goals. Joining our host, Hannah Vaughan Jones, for the discussion is John Kerr, Recruitment and Establishment Director at Quilter Financial Planning, and Sam Bedlow, Director at Amplify Wealth.

Legacy building – how to plan your next move

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