Platforms, younger clients, embarrassing moments ... it's The Pro Adviser Podcast

Episode 1

Tom Ellis
clock • 1 min read

Professional Adviser has launched The Pro Adviser Podcast and, in this first episode, our attention falls on the FCA's platform market study, working with younger clients and advisers' embarrassing moments.

The 15-minute podcast is split into three neat sections: a discussion about the platform market study, a couple of stories advisers sent into us about their most embarrassing moments in their careers, and a conversation about advising younger clients.  News editor Tom Ellis and senior reporter Hannah Godfrey are joined by the lang cat consulting director Mike Barrett, who gives his thoughts on the FCA's efforts to improve platform switching.  Sign up to PA360 On advising younger clients, Godfrey, who presents Professional Adviser's video series Millennial Money, offers her views on...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Trial of former Titan Wealth employee rescheduled as defence prepares abuse of process argument

Prosecution ready to proceed but court agrees to delay trial until late August

Sahar Nazir
clock 09 May 2025 • 2 min read
Professional Adviser TV: Female leadership and overcoming business barriers

Professional Adviser TV: Female leadership and overcoming business barriers

With WIFA winner and short lister Frankie Smith

Professional Adviser
clock 09 May 2025 • 1 min read
The 'quick way' to lose your clients' trust

The 'quick way' to lose your clients' trust

Clients are disengaging rather than firing their advisers, conference hears

Sahar Nazir
clock 09 May 2025 • 2 min read