このエピソードについて
Fair to say the Professional Year experience has involved a lot of pioneering spirit from all involved. And it's now been around long enough that we're seeing people roll out from the 18m-long-year into being fully fledged financial advisers.
And Jordan and Nathan were curious about how that looks for the now-advisers brave enough to weather the experimental process.
Which is why this conversation with Hannah Elliott was so much fun. We were able to cover:
- The challenges that come with learning the process as it's being built
- Navigating changing licensees midway through the PY
- The honesty behind becoming known as the adviser who failed the exam
- How Hannah's approach to social media embodies her approach to advice
On top of this, they find time for Hannah to allocate karaoke songs to both Nathan and Jordan, and explore the at-times difficult realities of being a woman in the financial advice world.
Plan Your Pennies (Hannah's Podcast): Spotify | Youtube
Hannah's Socials: Instagram | LinkedIn
You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.
CPD For this Episode:
Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.
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.
