How To Become A Financial Adviser
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 3 April 2019
⏱️ 36 minutes
🧾️ Download transcript
Summary
I get asked at least once per week for advice on how to become a financial adviser, and for ages I've thought that I really should sit down and deal with the subject definitively so that in future I can just reply to these good people with a link! Today I'm going to consider everything you need to know and everything you need to do if you fancy a career in financial advice.
Transcript
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| 0:00.0 | Hi folks and welcome to the Meaningful Money Podcast, this is session number 316. |
| 0:07.0 | This is the podcast dedicated to helping you put your finances in order. |
| 0:17.0 | My name is Pete Matthew and I'm going to share with you everything you need to know and everything you need to do to secure your financial future. I'm here to help you with me. Welcome back. Now I get asked at |
| 0:37.5 | least once a week, usually on email, about how to become a financial advisor, which surprises me still. |
| 0:44.5 | But for ages I've thought that what I need to do is to sit down and sort of write the definitive |
| 0:49.0 | blog post so that in future when people ask me that I can just send them to this episode. |
| 0:55.0 | So obviously rather than just a blog post I thought it would become a podcast. |
| 0:59.0 | But those of you that have no intention ever of becoming a financial advisor and there will be far more |
| 1:03.7 | of you than there are of the people who are considering it. Hopefully what today |
| 1:07.6 | will give you is something of an insight as to what it takes to become an advisor and |
| 1:10.9 | we'll give you some insight about how to choose the good ones should |
| 1:15.8 | you ever need to speak to an advisor. |
| 1:17.3 | Okay so today I'm going to give you everything you need to know and everything you need to do if you |
| 1:20.8 | are considering becoming an advisor but I think it'll help |
| 1:23.2 | everybody after the main body of the show I'll be announcing what we're going to be |
| 1:27.0 | talking about over the next couple of weeks before season 14 really kicks in so stay |
| 1:31.2 | tuned for that at the end. |
| 1:32.8 | Before that, though, remember, this podcast is brought to you |
| 1:34.7 | with the help of my friends at Seven Investment Management. |
| 1:38.1 | They've been helping me out here since 2011, |
| 1:40.3 | and I'm super grateful to them for doing that. |
| 1:42.2 | I really couldn't have built it to what it is today without them so |
... |
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