Aug 23, 2021
When times are tough, who are we turning to? In this episode,
Emily Blanch takes us through the journey of XY Adviser and where
it landed where it is today - an online community of 1000's of
advisers who share, connect, learn and empathise.
Emily gives us examples of times when advisers have come together for one...
May 14, 2021
Have you ever wondered if someone has already solved the problem
you are facing?
Well in this episode, prepare to have your mind blown because our mates over in the UK probably already have those answers.
In this episode, Dan takes you through a lot of the problems the UK Paraplanning community have already faced like...
Mar 17, 2021
FASEA can be seen as a bit of 'white noise' to Paraplanners but
in this episode, we talk bigger picture on the long term impact of
the new regulations within the financial advice industry.
The standards will see a lot of movement both from exiting advisers and new entrants to the industry which will change the demand...
Jan 6, 2021
We all know estate planning is a key component of any successful financial plan but traditionally, the only time it's really referred to in the SOA is with template text and as a bit of an afterthought in the process.
How do we have more control in this?
How do we make this step easier for the client?
In this episode,...
Nov 27, 2020
Have you ever been in the middle of an SOA and thought "maybe
this isn't for me"? Michael Back from Human to Human and I have
been in that exact situation and in this episode, we discuss how we
dealt with this and found deep fulfilment in our careers.
This conversation is for those Paraplanners out there wanting...