25min chapter

Financial Planner Life Podcast cover image

Dave Robinson on why It's the 'Chartered IFA Way or The Highway'

Financial Planner Life Podcast

CHAPTER

Nurturing Talent and Maintaining Independence in Financial Planning

This chapter focuses on nurturing talent within the financial planning industry and discusses the importance of training, loyalty, and independence in employees. It also delves into the distinction between being a professional financial planner and a well-qualified salesperson, emphasizing the need for unbiased advice. The conversation touches on the challenges of maintaining independence, especially in a profession where product manufacturers can influence advice.

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