What qualities are most important as a financial adviser

by Adam on September 28, 2014, no comments

This picture shows the answer to the following question: “What Are The Qualities of Your Financial Advisor That Are Most Important To You”. It’s part of a client experience survey (white paper) that is powered by Beddoes Institute’s Leading Practices Program (Australia) Something to remember. ******************************* Can you add anything to this? Be sure to join […]

Securing a position in Financial Planning

by Adam on September 21, 2014, no comments

I’ve got great news. Earlier this summer I finally secured a position as a Financial Services Apprentice. I’m forever grateful for being given an opportunity to enter the financial planning profession. I’m currently learning the basics in a financial planning business and am taking steps towards becoming a financial adviser in the next two to […]