Skip to main content
Search

Series 2: Episode 7 - Taking the next step: Key advice on how to accelerate your financial career

Date: 04 January 2023

Series 2: Episode 7 - Taking the next step: Key advice on how to accelerate your financial career

Navigating your career and knowing when's the right time to take the next step can be a daunting obstacle, so in this episode we discuss advancing your career in financial planning and top tips in which to do so effectively. We’ll delve into hurdles that financial advisers might face earlier on in their careers and how they can overcome them. We’ll also discuss the best ways to effectively grow your client base, your skills as a financial adviser, and ultimately achieve your goals and ambitions.

Joining our host, Hannah Vaughan Jones for the discussion is Chanelle Pattinson, Co-Founder and Financial Planner at Money Means, and Julian Hince, Head of the Quilter Financial Adviser School.

Listen and download Series 2: Episode 7 of Beyond the balance sheet on AppleGoogle or Spotify.

Speakers

Hannah Vaughan Jones

Broadcaster and Journalist

Chanelle Pattinson

Co-Founder and Financial Planner at Money Means
Julian Hince

Julian Hince

Head of the Quilter Financial Adviser School

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