4 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

    • Investing

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.

    Female financial advisers – What it takes to succeed

    Female financial advisers – What it takes to succeed

    In our fourth episode we hear from three successful female financial advisers about their varied experiences in business, their passion for the job and what it takes to make it. We focus on the positive changes to a previously male-dominated industry, the differences between male and female advisers, whether working parents can thrive and what our guests think it takes to succeed in this industry. This brilliant and upbeat episode hosts three incredible women who are continuing to make their mark on the industry, peppered with advice for those thinking of joining the financial advice ranks. 

     

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    • 34 min
    Building blocks – establishing and growing a business

    Building blocks – establishing and growing a business

    In this episode we talk to three advisers about their business success, and the road along the way. We delve into the ever-changing finance world and how each one used both business and their own life skills to build and develop successful enterprises from a one-man band or start-up, to something much bigger. This fascinating and amusing episode follows three different paths to prosperous careers, as we learn a few tips and tricks for both those thinking of getting into the adviser industry and those looking to build their businesses.

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    • 26 min
    Career changers

    Career changers

    Sometimes, we need to take the risk and make a big change in life. In this second episode, we speak to three people who have done just that, moving from very different careers into financial advice. Have you ever considered jumping ship? Do transferable skills really work in different industries? We answer all of these questions and more, delving into what attracted our guests to financial planning and how they found it. Inspiring and uplifting, this episode shows that it’s never too late to change. 

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    • 27 min
    Uncovering today’s financial advisers

    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. 

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    • 21 min

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