11 episodes

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.

Beyond the balance sheet podcast Beyond the Balance Sheet

    • Business

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.

    What’s best for you is best for your clients, too

    What’s best for you is best for your clients, too

    This episode focuses on how looking after your wellbeing is integral to your work. Now, more than ever, we are seeing how important a good work life balance is for workers, and sometimes it is easy to lose sight of this philosophy. Are financial advisers taking on too much work? Not sleeping enough? Working too many hours? In this episode we discuss how looking after your own wellbeing can have a positive impact on both your wider business and your clients. Joining our host, Hannah Vaughan-Jones, for the discussion is Nick Elston, inspirational speaker and Founder of Forging People, and Kevin Kennard, Managing Director at David James Wealth.
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    • 25 min
    Challenge accepted: Does recruiting financial advisers need to be difficult?

    Challenge accepted: Does recruiting financial advisers need to be difficult?

    Recruitment is often tricky especially for financial advisers; with a finite supply demand is high for their services. In this podcast episode we investigate why it’s so hard to find advisers and what firms can do to attract them in an era of stiff competition. With this in mind our experts discuss recruitment strategies, planning development and how to make your offer more appealing, especially when taking on young advisers. 
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    • 19 min
    Financial advice – the best career you’ve never considered?

    Financial advice – the best career you’ve never considered?

    Starting a new career is never easy, especially in the midst of a pandemic! In this podcast episode our host Hannah Vaughan Jones chats to three new advisers to the industry, focusing on their experience so far, how they decided to jump ship into something quite new and how they’ve found their first 12 months.

     

    Have you ever thought about working in financial planning? Maybe it’s time you did. An honest, interesting, and inspiring episode for anyone considering a career move, or trying to decide what to do after some time out of the working world. 
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    • 24 min
    The Virtues of Virtual

    The Virtues of Virtual

    The world has changed so much in the past eighteen months, and with it, so has our working style. In this podcast episode, we chat with two advisers and a behavioural scientist about how they and their clients adjusted to ‘the new normal’. The pandemic forced advisers to reimagine the way they interacted with clients, and with this came a different type of connection. But with life beginning to return to ‘normality’ many advisers are asking themselves if they should discard their new skills and return to the old way of interacting, but is that the way forward, or is a hybrid model the answer? Join us as we discuss all of this and more.
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    • 27 min
    Why mothers make excellent financial advisers

    Why mothers make excellent financial advisers

    Our special podcast episode focuses on why mothers are so adept at being financial planners. With an influx of mothers looking to either change careers or get back into work, this episode delves into the job itself, and how women in the industry balance motherhood and work. As well as existing female financial planners, we hear from a behavioural economist on the personality traits you need to succeed, and the head of Quilter’s Financial Adviser School on the steps needed to start. A fascinating episode for anyone considering a new career!
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    • 17 min
    The next generation – graduates

    The next generation – graduates

    In our final episode we chat with two graduates about their advisory training, the path that led them to financial planning and the surprising things they’ve learnt along the way. We hear how the Quilter Financial Advisor School helped them and chat to the head of training, who explains the school’s ethos and goals. If you’ve ever thought about being a financial planner this is the episode for you, full of insight into training and qualification, as well as the surprising traits that some of the most successful advisers possess.
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    • 22 min