2025-04-22

The Hidden Value of Advice: What Clients Remember Most

Think financial advice is all about investments and pensions? Think again. In this episode, the team unpack the emotional, personal, and practical support that advisers quietly deliver—building lasting client trust and loyalty. From crisis calls to celebration to market meltdowns, this is the side of advice that rarely gets talked about… but truly sets you apart. 🎧 Whether you’re new to advice or refining your client experience, this one’s for you.

48 min

2025-03-19

Unlocking Estate Planning: How Financial Advisers Can Navigate IHT, Pensions & Wealth Transfer

With pensions, business relief, and inheritance tax in flux, estate planning has never been more critical for advisers. In this episode of Lessons on Advice, Ben Butler is joined by Adam Tweedie and Will Hartley to discuss how financial planners can add real value in this space. They explore the evolving tax landscape, the importance of wills and LPAs, and how to guide clients—young and old—through intergenerational wealth transfer. Whether you're looking to refine your estate planning approach or future-proof your advice, this episode delivers key insights you won’t want to miss.

41 min

2025-02-24

How to Get Better Referrals as a Financial Adviser

Struggling with low-quality referrals? In Episode 8 of LOA: Lessons on Advice, Ben Butler, Adam Tweedie, and Will Hartley reveal how financial advisers can attract better referrals from accountants, solicitors, mortgage brokers—even hairdressers and jewellers! Learn how to make introductions smoother, avoid common referral mistakes, and build lasting professional relationships. 🔹 Who refers clients to financial advisers & how to work with them🔹 Best & worst ways referrers introduce advisers🔹 How to turn unexpected connections into business opportunities🔹 Common challenges & how to handle them 🔥 “A great referral isn’t just about the introduction—it’s about trust.” 🔥 💬 Have you had a surprising referrer or a referral horror story? Drop a comment below!

45 min

2025-02-15

Employment vs. Self-Employment: How Financial Advisers Get Paid

Discover the financial adviser career path that suits you best in our latest LOA: Lessons on Advice episode, 'How We Get Paid! The Choice Between Employment and Self-Employment.' We explore the pros and cons of salaried roles versus going independent, covering income potential, flexibility, and long-term growth. Tune in for expert tips and real-world advice to help you choose the right route for your financial advice career.

50 min

2024-12-11

Old School vs Modern Financial Advice: Mastering Networking, Dress Codes, and Client Meetings

Are traditional methods like face-to-face networking and formal dress codes still relevant, or have social media and online meetings taken over? Join us as we explore the pros and cons of old-school versus modern approaches to financial advice—and discover how to find the perfect balance for your clients and career!

48 min

2024-10-31

From Policy to Practice: UK Autumn Budget Reactions

In this episode of Lessons on Advice, we dive into the UK's Autumn Budget and its immediate implications for financial advisors and their clients. Join Ben Butler, Adam Tweedy, Will Hartley, and Anna Evans as they react to key changes, including updates to capital gains tax, inheritance tax, and pensions, and discuss how these policies shape client strategies. Whether you’re looking for insights on managing client concerns, mitigating tax impacts, or staying proactive amid evolving regulations, this episode brings you expert perspectives to navigate the latest in UK financial policy. Listen in to gain actionable takeaways and stay ahead of the curve in client advisement.

41 min

2024-10-11

From Admin to Adviser: Is the Long Route Worth It?

In Episode Four of Lessons on Advice, we dive into a key question posed by listener Freddie Mead: Should you start fresh as a financial adviser, or work your way up from administrator to paraplanner and then adviser? Join Ben Butler, along with Adam Tweedie, Will Hartley, and Anna Evans, as they share their personal experiences and debate the pros and cons of each route. With a mix of humour, personal anecdotes, and professional insights, this episode is essential listening for anyone breaking into financial advice or considering their next step in the profession.Tune in to hear how different paths can shape your knowledge, skills, and confidence, plus tips on how to navigate the industry’s challenges. Whether you’re already in the field or exploring financial advice as a career, this episode offers valuable lessons from young professionals carving out their careers.

46 min

2024-09-20

Secrets Revealed – Inside the Daily Lives of Young Financial Advisors

Welcome back to "Lessons on Advice," the podcast where four young financial advisors—Ben Butler, Will Hartley, Anna Evans, and Adam Tweedie—share their journeys, challenges, and the lessons they've learned along the way. In this episode, we're pulling back the curtain to reveal what really goes on in the daily lives of financial advisors. If you've ever wondered what a typical day looks like in this dynamic industry, this episode is for you.We kick things off with some exciting personal updates. Adam shares the news of his upcoming wedding and honeymoon plans, sparking a discussion on work-life balance and the temptation to bring work on vacation. Ben reveals his recent engagement, adding to the celebratory mood. Amidst the personal milestones, the team reflects on how life events can intersect with professional responsibilities.The conversation then delves into the realities of a financial advisor's day. Will discusses the importance of diary management and how he structures his time between client meetings, administrative tasks, and networking events. He highlights the unexpected amount of administrative work involved in the profession and shares strategies for staying efficient without burning out.Anna emphasizes the significance of setting weekly goals and the practice of focusing on three key tasks to stay productive. She shares insights on how to balance professional commitments with personal life, especially when working a four-day week to spend time with her family. Anna also talks about the challenges of maintaining motivation and the importance of self-care, including exercise and taking breaks when needed.Adam reflects on dealing with the emotional highs and lows that come with the job. He discusses the importance of not dwelling on bad days and shares advice from his mentor on how to reset and stay resilient. The team collectively agrees on the necessity of maintaining mental health and finding healthy outlets to manage stress.Ben brings attention to the value of the seemingly small interactions that advisors have with clients. He recounts a recent client meeting where simple advice made a significant impact on the client's financial future. This leads to a broader discussion on the importance of educating clients and the rewarding aspects of the profession that go beyond financial gain.Throughout the episode, the team shares personal anecdotes that shed light on the less glamorous aspects of the job, such as the extensive administrative work, the need for meticulous documentation, and the challenges of explaining complex financial concepts to clients. They also touch on the importance of networking and how casual conversations—even at social events like a hen party—can lead to meaningful client relationships."Secrets Revealed" offers an unfiltered look at the daily routines, challenges, and triumphs of young financial advisors. From morning rituals and time management strategies to personal growth and client interactions, this episode provides valuable insights for anyone curious about the financial advising profession or looking to improve their own work-life balance.Tune in to hear candid conversations filled with humor, honesty, and practical advice. Whether you're an aspiring financial advisor, a seasoned professional, or someone interested in the behind-the-scenes of financial planning, this episode has something for you.Don't miss out on the revelations and stories that make up the fabric of a financial advisor's day. Listen to Episode 3 now and discover the secrets inside the daily lives of young financial advisors.

44 min

2024-08-22

What the Professional Bodies Don't Tell You

In this episode of "Lessons on Advice," Ben Butler, Will Hartley, Adam Tweedie, and Anna Evans talk about the often overlooked challenges that new financial advisors face in their careers. The conversation explores the complexities beyond technical knowledge, such as the importance of building client relationships, mastering the art of communication, and understanding the sales aspect of financial planning. They discuss the struggles of dealing with financial providers, the difficulties of generating new business, and the nuances of marketing oneself in the industry. The episode also touches on how valuable it is to have real-world experience in these areas, something that isn’t taught in professional exams. The group shares personal anecdotes, strategies for success, and tips for balancing the various demands of the profession.

49 min

2024-08-01

Pathways to Financial Planning, Our Journeys and Insights

Welcome to the inaugural episode of "Lessons on Advice," hosted by Ben Butler. Join Ben and colleagues Anna Tweedy, Anna Evans, and Will Hartley as they share their unique journeys into financial planning.Ben transitions from law to financial advising, highlighting the need for young talent. Adam shifts from hospitality to financial planning, emphasizing perseverance. Anna balances motherhood with a career change from finance. Will follows his family's footsteps, finding fulfillment in helping clients.We discuss the urgent need for new financial advisors due to an aging population and the challenges of entering the field. Highlighting the "advice gap" in the UK, we stress the importance of greater career awareness and education in financial planning.Tune in for future episodes covering exam tips, self-employment vs. employment, and practical advice for newcomers, all aimed at inspiring the next generation of financial advisors.

44 min

LOA: Lessons on Advice

Episodes

The Hidden Value of Advice: What Clients Remember Most

Unlocking Estate Planning: How Financial Advisers Can Navigate IHT, Pensions & Wealth Transfer

How to Get Better Referrals as a Financial Adviser

Employment vs. Self-Employment: How Financial Advisers Get Paid

Old School vs Modern Financial Advice: Mastering Networking, Dress Codes, and Client Meetings

From Policy to Practice: UK Autumn Budget Reactions

From Admin to Adviser: Is the Long Route Worth It?

Secrets Revealed – Inside the Daily Lives of Young Financial Advisors

What the Professional Bodies Don't Tell You

Pathways to Financial Planning, Our Journeys and Insights

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