Podcasts · The Meaningful Money Personal Finance Podcast
How To Become A Financial Adviser, Part 1
· 51 min · Episode 606
Episode How To Become A Financial Adviser, Part 1
This week, Roger and I discuss the answer to a frequently-asked question - how does one become a financial adviser? Clearly Roger and I make it look like a sexy profession, but as you can imagine, we have lots to say on the subject…
Shownotes: https://meaningfulmoney.tv/session606
01:47 - What People Think Financial Advisers Do (and Why That's Incomplete)
07:25 - The Structure of a Modern Advice Firm
17:29 - Career Progression
22:31 - Qualifications and Regulation (The Reality, Not the Myth)
29:14 - Routes Into the Profession
37:20 - The Economics of Advice (High-Level)
46:39 - Who the HARD Side Will Appeal To
Links in the notes 1
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