33 min
What constitutes a quality advisor? Conversations on Wealth
-
- Investing
Conversation on Wealth — Episode 2: What constitutes a quality advisor?
Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor – Brought to you ROPAN Financial Services.
Every industry professional has an opinion about what it takes to be the best in their industry — financial advice is no different. In our second episode, we ask Rodney and Jason, just what does it take to be a quality financial advisor in these modern times? What is best practice? What do the best advisors do to keep their tools sharper than others?
In this episode we’ll talk about the pathways people take to become a financial advisor, in particular, the educational standards, ongoing training and changing world of increased compliance.We touch on how it was done in the past, the various changes to remuneration structures over the years, and explore if things have changed for the better. For trustworthy, open, experience dialogue and debate, tune into future episodes of ‘Conversations on Wealth’ with host John, and advisors Rodney and Jason to educate yourself and make some informed decisions for your and your families financial wellbeing.
Conversation on Wealth — Episode 2: What constitutes a quality advisor?
Welcome to ‘Conversations on Wealth’ — a podcast series that explores financial complexities and modern strategies for the discerning investor – Brought to you ROPAN Financial Services.
Every industry professional has an opinion about what it takes to be the best in their industry — financial advice is no different. In our second episode, we ask Rodney and Jason, just what does it take to be a quality financial advisor in these modern times? What is best practice? What do the best advisors do to keep their tools sharper than others?
In this episode we’ll talk about the pathways people take to become a financial advisor, in particular, the educational standards, ongoing training and changing world of increased compliance.We touch on how it was done in the past, the various changes to remuneration structures over the years, and explore if things have changed for the better. For trustworthy, open, experience dialogue and debate, tune into future episodes of ‘Conversations on Wealth’ with host John, and advisors Rodney and Jason to educate yourself and make some informed decisions for your and your families financial wellbeing.
33 min