LOA: Lessons on Advice

What the Professional Bodies Don't Tell You


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In this episode of "Lessons on Advice," Ben Butler, Will Hartley, Adam Tweedie, and Anna Evans talk about the often overlooked challenges that new financial advisors face in their careers. The conversation explores the complexities beyond technical knowledge, such as the importance of building client relationships, mastering the art of communication, and understanding the sales aspect of financial planning. They discuss the struggles of dealing with financial providers, the difficulties of generating new business, and the nuances of marketing oneself in the industry. The episode also touches on how valuable it is to have real-world experience in these areas, something that isn’t taught in professional exams. The group shares personal anecdotes, strategies for success, and tips for balancing the various demands of the profession.
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LOA: Lessons on AdviceBy The LOA Team