ABOUT THIS EPISODE
In this episode of Just Covered, Wayne and Hazel catch up with Victoria Cable of Advanced Wealth Management, a partnership practice of St James's Place. Victoria shares her journey from admin assistant to qualified financial adviser, and how she's built trust with clients despite being one of the youngest in the room.
In this episode, Victoria covers:
- How starting out in a back-office role gave her a head start in understanding the full client journey.
- Meeting client scepticism about her age head-on, and turning it into a trust-building advantage.
- Why corporate education and financial literacy in schools are causes she's genuinely passionate about.
- Her take on AI's growing role in advice, and why long-term relationships are something no algorithm can replace.
It's a refreshingly honest look at building a career, and a client base, as a next-generation adviser.
Listen now!
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English
United Kingdom
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