Challenge the Standard in Financial Advice

S3E3 The Next Generation of Adviser with Alisdair Barr


Listen Later

This episode of our Professional Year 'mini-series' is all about that pathway from university to the world of advice - and where the PY piece fits into that entire puzzle. 

Nathan and Jordan are joined by Alisdair Barr of Striver, a key player in the recruitment, training and retention of new talent in advice. 

Alisdair takes us through:

  • Their ambitious goal of helping find the next 5,000 advisers over the next 10 years
  • The absolutely critical role academics play in showing students the joy, satisfaction and meaning that can come from a career in financial advice (and how they help shepherd them out of those other, less appealing roles!).
  • The huge gap we have in our demographic profile - not just from a lack of people coming into the profession, but also after the multitude of departures.
  • The possibilities that can come by opening up our perspective on who can contribute roles into the entire advisory, employment ecosystem.
  • And, in news totally gobsmacking for Jordan and Nathan, just how old the youngest PY participant was. 

It's a fascinating contribution to our PY series and should you have any questions for Alisdair at all, you can reach him via:

Striver's website

LinkedIn

 

Nathan:

[email protected]

www.nathanfradley.com.au

Jordan:

[email protected]

www.planningsolo.com.au

LinkedIn: 

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143. 

 

...more
View all episodesView all episodes
Download on the App Store

Challenge the Standard in Financial AdviceBy Nathan Fradley and Jordan Vaka


More shows like Challenge the Standard in Financial Advice

View all
Motley Fool Money by LiSTNR

Motley Fool Money

87 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

17 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

3 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

55 Listeners

The ifa Show by Momentum Media

The ifa Show

0 Listeners

Your Wealth by NAB

Your Wealth

6 Listeners

The Elephant In The Room Property Podcast | Inside Australian Real Estate by Veronica Morgan & Chris Bates

The Elephant In The Room Property Podcast | Inside Australian Real Estate

17 Listeners

FirstTech Podcast by Craig Day

FirstTech Podcast

2 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

8 Listeners

Straight Talk with Mark Bouris by Mentored.com.au

Straight Talk with Mark Bouris

147 Listeners

Retire Right by Glen James

Retire Right

28 Listeners

Chanticleer by Australian Financial Review

Chanticleer

15 Listeners

The Fin by Australian Financial Review

The Fin

22 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

9 Listeners

The Trusted Adviser by Rob Pyne

The Trusted Adviser

0 Listeners