How the Professional Year can create 'advice‑ready' financial advisers
The ifa Show · Prime Creative Media
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Show Notes
In this episode of the ifa Show, general manager of Viridian Advisory Brett Arnol joins host Keith Ford to speak about how the firm approaches the Professional Year as a strategic talent pipeline rather than a compliance hurdle.
Arnol explains that simply following the regulatory framework is not enough to turn a new adviser into a capable "advice‑ready" professional, and breaks down how Viridian maps each adviser's path over one, three and five years, using the PY as a foundation for long‑term career development, clarity of expectations, and strong retention.
Tune in to hear:
- How listening, confidence, and the willingness to have difficult client conversations can be just as important as technical knowledge.
- Why clarity within the PY process is vital to setting advisers up for long-term success.
- How a well‑run PY program creates loyal, "homegrown" advisers, but firms must accept a three- to five-year horizon before candidates are fully productive.