Uncovering today’s financial advisers

Have you ever wondered who a financial adviser really is? In this first episode we explore the fundamental differences between the public perceptions of "a hard salesman" with the reality of research showing something quite different. Surprising insights from our expert guests; behavioural economist Mark Pittaccio and Quilter Financial Adviser School recruitment manager Lauren Ashworth may show you you’re just the right match for a career in financial advice. Hosted by Hannah Vaughan Jones, the episode delves into common misconceptions and the traits of a successful financial adviser. See omnystudio.com/listener 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.