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S3E3 The Next Generation of Adviser with Alisdair Barr
Manage episode 448978052 series 3591847
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This episode of our Professional Year 'mini-series' is all about that pathway from university to the world of advice - and where the PY piece fits into that entire puzzle.
Nathan and Jordan are joined by Alisdair Barr of Striver, a key player in the recruitment, training and retention of new talent in advice.
Alisdair takes us through:
- Their ambitious goal of helping find the next 5,000 advisers over the next 10 years
- The absolutely critical role academics play in showing students the joy, satisfaction and meaning that can come from a career in financial advice (and how they help shepherd them out of those other, less appealing roles!).
- The huge gap we have in our demographic profile - not just from a lack of people coming into the profession, but also after the multitude of departures.
- The possibilities that can come by opening up our perspective on who can contribute roles into the entire advisory, employment ecosystem.
- And, in news totally gobsmacking for Jordan and Nathan, just how old the youngest PY participant was.
It's a fascinating contribution to our PY series and should you have any questions for Alisdair at all, you can reach him via:
Nathan:
Jordan:
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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