Oct 30 2023 28 mins 1
Eddie Grant catches up with Alex Hall who completed his masters in 2023 shares his insights on how to inspire the next generation of advisers and hints and tips for fellow students.
Previous episodes in the research series:
Better Vulnerable Client Outcomes - Eddie Grant discusses better outcomes for clients in vulnerable circumstances - available here
Buy to let - Jason Haigh discusses buy to let properties - listen here
Investor Knowledge - Amy Goodall-Smith discusses where people get their knowledge when making financial decisions - listen here
Later Life Financial Planning - Vicky Kleboe, Later Life Financial Planning for women - listen here
Long Term Care - Zoe Taylor, discusses the perfect storm for financial planning decision making - listen here
Millennials in Aberdeen - Alan Rutherford discusses how millennials make investment decisions - listen here
Pensions Tax Relief - Claire Trott discusses the impact of pensions tax relief based on the nature of the benefit structures of the schemes - listen here
Property - Paul Johnson discuss Property as a retirement strategy instead of pensions - listen here
Retirement - Sam Bradford discuss The Retirement Decision within financial services company - listen here
Retirement Planning - Ellie Reed discusses how existing stakeholder knowledge and emotional intelligence plays a role - listen here.
Value of Advice - Tom Low, discuss reason for, and value of, seeking financial advice - listen here
Vulnerability - Adam Johnson discusses vulnerable consumers in financial services - listen here
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