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Series 1: Episode 1 - Uncovering today’s financial advisers

Date: 26 November 2020

Series 1: Episode 1 - Uncovering today’s financial advisers

In this first episode, we explore the fundamental differences between the public perceptions of "a hard salesman" vs the reality, while delving into common misconceptions and looking at the actual personality traits of successful financial advisers. Our expert guests, behavioural economist Mark Pittaccio and Quilter Financial Adviser School recruitment manager Lauren Ashworth, share surprising insights that may resonate and show you’re just the right match for a career in financial advice.

Listen and download Series 1: Episode 1 of Beyond the balance sheet on AppleGoogle or Spotify.

Listen to all episodes in the series

The series is a must for existing advisers, providing useful tips on business development as well as providing insight for anyone considering a new career in financial advice.

Beyond the balance sheet podcasts series