The adviser academy making an impact on succession planning

'Continuity means clients don’t have to retell their story'

Isabel Baxter
clock • 4 min read

The Argentis Adviser Academy is on a mission to build the next generation of financial advisers to enable easier succession planning and continuity for clients.

Head of academy and development Phil Leedham was brought into Argentis last year to head up the firm's advice academy. Speaking to Professional Adviser, he says one of the most important benefits of how the academy is run is that it allows client continuity. Through the academy, trainees shadow experienced advisers and gradually become familiar faces to clients. "Clients like being able to say, ‘I remember you when you were developing — I've seen you grow," Leedham says. "That continuity means clients don't have to retell their story, because the adviser already understands their h...

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Isabel Baxter
Author spotlight

Isabel Baxter

News editor at Professional Adviser

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