Beyond the balance sheet podcast Beyond the Balance Sheet

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.
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If you have spent a portion of your life pursuing and building a career in the sporting industry or the military, there may come a time when you find yourself retiring or leaving the sector before you are ready to give up work altogether, and in this episode we discuss why you should be considering a career leap to financial advice. Our host, Hannah Vaughan Jones, is joined by ex-military Patrick Glennon, Director at Patrick James Solutions, and ex-golfer James Reiss, CEO at David James Wealth, and together they discuss the abundance of transferrable skills you’ll uncover from people with these career backgrounds and the value they can add to your business.
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Building a business for the first time can seem like a big step, in this episode we focus on the options financial planners have when it comes to taking full control of your career and starting your own financial planning business. We discuss how financial planners can free themselves from the restrictions of employment to create a business model that enables you to work to your own agendas and goals. Joining our host, Hannah Vaughan Jones, for the discussion is John Kerr, Recruitment and Establishment Director at Quilter Financial Planning, and Sam Bedlow, Director at Amplify Wealth.
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For this myth busting episode, our host Hannah Vaughan-Jones debunks the common misconceptions that young financial advisers face coming into the industry and the progress the industry has made in the last decade in it’s acceptance of younger workers. They discuss why young financial advisers are so integral to the future of the sector, and more importantly the value these advisers can add to your business. Joining Hannah for this episode is Susie Laws, Director and Chartered Financial Planner at Fiducia Wealth, and Sarah Waring, Financial Planning Director at Quilter Financial Planning.
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This episode focuses on how new technologies can help elevate your business. Technology is forever evolving and innovative solutions for businesses continue to emerge every day, and taking the time to introduce some of these innovations into your practice, whether that be updating your website, activating your social media presence or upgrading the payment technology you use, could expose your business to higher levels of efficiency and ultimately, success. Joining our host, Hannah Vaughan Jones for the discussion is Simon Cockfield, Marketing Manager at Citrus Financial Management, and Linford Brown, Director at Money Tree Wealth Management, and together they dissect the different avenues businesses should be exploring in order to take that next step in evolving your working model.
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Recent years have highlighted the growing need for more diversity and inclusion to be demonstrated in workplaces, and now we need to be asking ourselves how much progress has been made? In this episode we focus on diversity across the spectrum, including racial, gender and sexual orientation and how having a diverse workforce benefits businesses and clients. Joining our host, Hannah Vaughan Jones for the discussion is Darren Miller, Co-Founder of the Black Business Institute, Annabel Lumsden & Tarnia Elsworth, Directors at TP Financial Solutions, and Andy Lei, Financial Adviser at Unividual.
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