Beyond the balance sheet podcast

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!

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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.

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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.

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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. 

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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.

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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. 

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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. 

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