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How To Become A Financial Adviser, Part 1
Episode 606

How To Become A Financial Adviser, Part 1

The Meaningful Money Personal Finance Podcast · Pete Matthew - Meaningful Money

January 28, 202650m 37s

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Show Notes

This week, Roger and I discuss the answer to a frequently-asked question - how does one become a financial adviser? Clearly Roger and I make it look like a sexy profession, but as you can imagine, we have lots to say on the subject…

Shownotes: https://meaningfulmoney.tv/session606

01:47 - What People Think Financial Advisers Do (and Why That's Incomplete)

07:25 - The Structure of a Modern Advice Firm

17:29 - Career Progression

22:31 - Qualifications and Regulation (The Reality, Not the Myth)

29:14 - Routes Into the Profession

37:20 - The Economics of Advice (High-Level)

46:39 - Who the HARD Side Will Appeal To