Beyond the balance sheet podcast

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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 so integral to the future of the sector, and more importantly the value these advisers can add to your business. Joining Hannah for this episode is Susie Laws, Director and Chartered Financial Planner at Fiducia Wealth, and Sarah Waring, Financial Planning Director at Quilter Financial Planning.See omnystudio.com/listener for privacy information.

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, activating your social media presence or upgrading the payment technology you use, could expose your business to higher levels of efficiency and ultimately, success. Joining our host, Hannah Vaughan Jones for the discussion is Simon Cockfield, Marketing Manager at Citrus Financial Management, and Linford Brown, Director at Money Tree Wealth Management, and together they dissect the different avenues businesses should be exploring in order to take that next step in evolving your working model.See omnystudio.com/listener for privacy information.

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 how having a diverse workforce benefits businesses and clients. Joining our host, Hannah Vaughan Jones for the discussion is Darren Miller, Co-Founder of the Black Business Institute, Annabel Lumsden & Tarnia Elsworth, Directors at TP Financial Solutions, and Andy Lei, Financial Adviser at Unividual.See omnystudio.com/listener for privacy information.

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? Working too many hours? In this episode we discuss how looking after your own wellbeing can have a positive impact on both your wider business and your clients. Joining our host, Hannah Vaughan Jones, for the discussion is Nick Elston, inspirational speaker and Founder of Forging People, and Kevin Kennard, Managing Director at David James Wealth.See omnystudio.com/listener for privacy information.

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 recruitment strategies, planning development and how to make your offer more appealing, especially when taking on young advisers. See omnystudio.com/listener for privacy information.

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 first 12 months.   Have you ever thought about working in financial planning? Maybe it’s time you did. An honest, interesting, and inspiring episode for anyone considering a career move, or trying to decide what to do after some time out of the working world. See omnystudio.com/listener for privacy information.

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 interacted with clients, and with this came a different type of connection. But with life beginning to return to ‘normality’ many advisers are asking themselves if they should discard their new skills and return to the old way of interacting, but is that the way forward, or is a hybrid model the answer? Join us as we discuss all of this and more.See omnystudio.com/listener for privacy information.

Our special podcast episode focuses on why mothers are so adept at being financial planners. With an influx of mothers looking to either change careers or get back into work, this episode delves into the job itself, and how women in the industry balance motherhood and work. As well as existing female financial planners, we hear from a behavioural economist on the personality traits you need to succeed, and the head of Quilter’s Financial Adviser School on the steps needed to start. A fascinating episode for anyone considering a new career!See omnystudio.com/listener for privacy information.

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 Advisor 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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.   See omnystudio.com/listener for privacy information.

In this episode we talk to three advisers about their business success, and the road along the way. We delve into the ever-changing finance world 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 both those thinking of getting into the adviser industry and those looking to build their businesses.See omnystudio.com/listener for privacy information.

Sometimes, we need to take the risk and make a big change in life. In this second episode, 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 found it. Inspiring and uplifting, this episode shows that it’s never too late to change. See omnystudio.com/listener for privacy information.

Have you ever wondered who a financial adviser really is? In this first episode we explore the fundamental differences between the public perceptions of "a hard salesman" with the reality of research showing something quite different. Surprising insights from our expert guests; behavioural economist Mark Pittaccio and Quilter Financial Adviser School recruitment manager Lauren Ashworth may show you you’re just the right match for a career in financial advice. Hosted by Hannah Vaughan Jones, the episode delves into common misconceptions and the traits of a successful financial adviser. See omnystudio.com/listener for privacy information.