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Beyond the balance sheet podcasts series

Launching soon! Beyond the Balance Sheet Series 2

Hannah Vaughan Jones hosts the second series of Beyond the Balance Sheet and lifts the lid on the world of financial advice, what life is really like as a financial adviser, and provides inspiration and insight for those already in the industry and anyone thinking of a new career.

In the meantime, why not listen to the award nominated Beyond the Balance Sheet series 1 here.

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 to Series 1: Episode 1

Series 1: Episode 2 - Career changers

Sometimes, we need to take a risk and make that big change in life. In the second episode of Beyond the balance sheet, we speak to three people who have done just that, moving from very different careers into financial advice. Have you ever considered jumping ship? Do transferable skills really work in different industries? We answer all of these questions and more, delving into what attracted our guests to financial planning and how they’ve found it.

Listen to Series 1: Episode 2

Series 1: Episode 3 - Building blocks – establishing and growing a business

In this episode we talk to three advisers about their business success, and the road they travelled along the way. We delve into the ever-changing world of finance and how each one used both business and their own life skills to build and develop successful enterprises from a one-man band or start-up, to something much bigger.

Listen to Series 1: Episode 3

Series 1: Episode 4 - Female financial advisers – what it takes to succeed

In our fourth episode we hear from three successful female financial advisers about their varied experiences in business, their passion for the job and what it takes to make it. We focus on the positive changes to a previously male-dominated industry, the differences between male and female advisers, whether working parents can thrive and what our guests think it takes to succeed in this industry.

Listen to Series 1: Episode 4

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Other podcast episodes

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Beyond the balance sheet podcasts