Wednesdays Beyond the balance sheet podcast

Legacy building – how to plan your next move

from Beyond the balance sheet podcast | Published 2/3/2021

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. See for privacy information.

Om Podcasten

Beyond the balance sheet lifts the lid on the world of financial advice, removing the typical stereotypes and allowing listeners to see the industry in a more real, honest and empathetic light. Hosted by journalist and presenter Hannah Vaughan Jones, the series addresses common misconceptions head on, gathering advice from practicing advisers and speaking with those who have overcome hurdles to choose this path, from all walks of life. The podcast is a useful tool for existing advisers, providing useful tips on business development as well as providing insight for anyone considering a new career.