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Series 1: Episode 5 - Legacy building - how to plan your next move

Date: 03 February 2021

Series 1: Episode 5 - Legacy building - how to plan your next move

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.

Listen and download Series 1: Episode 5 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