At heart, a financial planner is a practitioner, rather than a technician, writes Ben Simpson. In his latest article for PA, he discusses how to train the next generation of quality advisers
Whether it is to replace retiring financial planners, deliver a growth strategy, attract a younger client base, service acquired clients, or to meet the advice gap, the financial planning sector must encourage talented young people to join its ranks. Such a simple task prompts two inevitable questions, neither of which have simple answers: How do we encourage talented young people to join the financial planning profession? How do we train them, to help them fulfil their potential, and better serve our clients? It's the second question that I want to discuss, albeit part of th...
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