Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton

Aug 1, 2024

Jacob Hall, the Global Head of Advisory for Hoxton Capital Management, shares his dynamic journey of leading a diverse team of 40 in Dubai. He discusses the unique challenges and opportunities in the international financial market and the importance of nurturing new talent through innovative programs like the Pathway Program. The conversation delves into the role of technology in enhancing client engagement and effective networking strategies in today's digital age. Jacob also highlights how Dubai's vibrant lifestyle and tax advantages attract expatriates.

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Intro

00:00 • 4min

Evolving Pathways in International Financial Advice

03:37 • 5min

Building Supportive Structures for Financial Advisors

08:24 • 5min

Navigating Leadership and Client Relationships in Dubai

12:56 • 22min

Networking in the Digital Age

34:29 • 8min

Bridging the Gap: Attracting Young Talent in Financial Advisory

42:45 • 15min

Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management.

Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving industry landscape, the innovative strategies employed by Hoxton, and the critical pathways developed to nurture new advisors toward a successful career in financial planning.

Our conversation journeys into the heart of Dubai, a bustling multicultural business hub that offers unique opportunities and challenges. Jacob shares firsthand experiences of managing a diverse team and the benefits Dubai provides, from tax advantages to its vibrant lifestyle. We discuss the financial needs of expatriates, the growing opportunities in the GCC region, and the significance of borderless financial planning in today's interconnected world.

Discover the multifaceted strategies for effective networking and business development that set successful financial planners apart. Jacob delves into the innovative use of technology to enhance client engagement, the power of content creation, and the role of niche marketing in capturing target clients.

You'll also learn about the Pathway Program, a revolutionary initiative designed to bring fresh talent into the financial advisory profession and support their growth. Whether you're a seasoned professional or just starting, this episode is packed with valuable insights and practical advice to elevate your financial planning practice. to find out more about joining Hoxton - click here and make sure you mention Financial Planner Life as the source.

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