We’ll show you the best routes into the world of Financial Planning and give you helpful tips as to what you can do, to make the path a little easier.  

There’s also great guidance for Financial Planners who are looking to recruit new talent into their business including what to look for, what to avoid, and how to recognise the key character traits that your business needs. 

For those who are already in the profession but want to take the next steps towards going on their own in some way, the second video is chock-full of advice to help you navigate the commercial challenges and professional decisions that you will face. 

Whether that be moving to a self-employed basis with an existing firm, joining a network, or going all-in with your own directly-authorised business, we’ll show you the obstacles and how to overcome them. 

If you’re already up and running with your own Financial Planning business but would like to grow your revenue, we’ll show you how to do just that in the third video. 

We’ll talk you through the three key things that you can do to help you achieve the growth you’re looking for and give you tools that you can implement in your business today, to start seeing results. 

Whatever stage you are at in your Financial Planning career and business journey, we know you’ll benefit from the tips, tricks and advice provided.

Because everything you’ll learn is coming from people who have been there, done it and made all the mistakes, so you don’t have to.

It also gives you over 4 hours of CPD, and it’s FREE!