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

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 …

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

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…

Taking a leap of faith – starting out on your own

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 rest…

Why you should be recruiting more young Financial Advisers

For this myth busting episode, our host Hannah Vaughan-Jones debunks the common misconceptions that young financial advisers face coming into the industry and the progress the industry has made in the last decade in it’s acceptance of younger workers. They discuss why young financial advisers are s…

Embracing technology and advancing your financial advice business

This episode focuses on how new technologies can help elevate your business. Technology is forever evolving and innovative solutions for businesses continue to emerge every day, and taking the time to introduce some of these innovations into your practice, whether that be updating your website, act…

Breaking stereotypes: How a diverse and inclusive workforce can be integral to your business

Recent years have highlighted the growing need for more diversity and inclusion to be demonstrated in workplaces, and now we need to be asking ourselves how much progress has been made? In this episode we focus on diversity across the spectrum, including racial, gender and sexual orientation and ho…

What’s best for you is best for your clients, too

This episode focuses on how looking after your wellbeing is integral to your work. Now, more than ever, we are seeing how important a good work life balance is for workers, and sometimes it is easy to lose sight of this philosophy. Are financial advisers taking on too much work? Not sleeping enough…

Challenge accepted: Does recruiting financial advisers need to be difficult?

Recruitment is often tricky especially for financial advisers; with a finite supply demand is high for their services. In this podcast episode we investigate why it’s so hard to find advisers and what firms can do to attract them in an era of stiff competition. With this in mind our experts discuss…

Financial advice – the best career you’ve never considered?

Starting a new career is never easy, especially in the midst of a pandemic! In this podcast episode our host Hannah Vaughan Jones chats to three new advisers to the industry, focusing on their experience so far, how they decided to jump ship into something quite new and how they’ve found their firs…

The Virtues of Virtual

The world has changed so much in the past eighteen months, and with it, so has our working style. In this podcast episode, we chat with two advisers and a behavioural scientist about how they and their clients adjusted to ‘the new normal’. The pandemic forced advisers to reimagine the way they inte…