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Series 1: Episode 6 - The next generation: Graduates

Date: 17 February 2021

Series 1: Episode 6 - The next generation: Graduates

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 Adviser 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.

Listen and download Series 1: Episode 6 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