Advisers urged to track the next gen early and offer 'real work opportunities'

‘When you invest early, you don’t just grow skills, you build loyalty’

Isabel Baxter
clock • 3 min read

Financial advisers have been urged to track down the next generation of talent early, delegates heard.

Speaking at the Personal Finance Society's (PFS) annual conference today (13 November), panellists Clear Cut Financial Planning Chartered financial planner Jane Gow, Bowcliffe Wealth Management financial adviser Ollie Hynd, Coventry University associate professor Dr Lien Luu and Charlotte Watson Financial Planning founder Charlotte Watson each represented a different pathway into financial planning and spoke on the importance of closing the talent gap in financial advice. "Diversity of background and experience strengthens our businesses and the service we give to our clients," said PFS ...

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