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The Rise of the Paraplanner

Oct 29, 2023

Join us in this episode, where we're joined by Anthony Lyon, the Managing Director at IIP Dealer Group. Anthony provides us with a unique licensee perspective on the evolving world of financial advice, shedding light on why more and more advisers are venturing towards self-licensing.

In this insightful conversation,...


Oct 22, 2023

In this insightful episode, we sit down with Alisdair Barr, the visionary Founder of Striver, to delve into the pressing issue of the skills shortage in the financial services sector. Alisdair offers a profound exploration of why this gap exists and how our current educational pathways inadvertently contribute to the...


Oct 11, 2023

Join us in this episode as we embark on a captivating journey through Dylan's career in the financial services industry. From the moment he graduated university to achieving firm ownership, Dylan shares his invaluable insights and experiences.

Discover the hidden importance of emotional energy in the...