Finding new clients at any time in a financial adviser’s working life can be a challenge, but imagine having to do that at the beginning of your career, at the start of the lockdown last year.
This week, deputy features editor Ima Jackson-Obot talks to Emma Prince, an adviser at Quilter Financial Advisers, who previously worked in banking, and James Wallace from David James Wealth, a former pensions lawyer, about their first year as financial advisers - which happened to coincide with a global pandemic.
They discuss why they became financial advisers, how they transitioned into advising during 2020, how they built their client bases, despite not being able to meet clients face-to-face, and why they think a hybrid model of advice is the way forward.
The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.
Podden och tillhörande omslagsbild på den här sidan tillhör FTAdviser. Innehållet i podden är skapat av FTAdviser och inte av, eller tillsammans med, Poddtoppen.
