Join us as we chat to special guests from across the industry about their experiences of getting in and getting on in financial services. On this podcast we aim to bring together peers and industry experts to share real career stories from real people.
Find out about study options, exams and routes to qualification, and hear about our guests' experience on subjects including:
Getting into Financial Services; where to start?
Changing careers and transferrable skills.
Routes to Level 4
Qualifications for paraplanners
And more…
Content and information:
This podcast has been made available for information purposes only. While BTS takes great care to ensure that the information contained within this podcast is correct, we do not make any warranty, guarantee or representation as to the accuracy, applicability, fitness or completeness of the information contained in the podcast. Information on the podcast is for informational purposes only and is not intended to provide any type of professional advice. Any views or opinions expressed are personal and belong to the creator or the contributor and do not represent those of people, institutions or organisations that the creator or contributor may be associated with unless explicitly stated.
For advice on studying for financial planning exams, contact us via our website www.bespoketrainingsolutions.com
Daniel Kopp, Forrest Baumhover
Gretchen Betts
Kate Holmes
Morton Brown Family Wealth
Jim Mellin, Chief Sales Officer, Equitable Advisors
XY Media
Howard Kettner
Moin Mirza
The Institute of Advanced Financial Planners | David Miller
XY Media
Citywire
WealthCo.ca
Beyond the Balance Sheet
Jacqueline Lockie
Exit Coach Bill Black
Amy Evans
Financial Planning Association
Sheri Fitts
Inkandescent Radio
None
Mike Saunders, MBA
Mike Garrison
Eames Group
Jade Brandais
Adviser Gap
UBS advisor podcasts
Sam Oakes
Phil Buchanan
Stathis Partners, LLC.
Financial Planning Association of Australia (FPA)
XY Media
Caleb Brown
NFP
WIFS
Julie Keyes
Sophie Morley & Stephen Bryde
Dominique Henderson, CFP®
Bamford Media
Charlie Van Derven
Tony Steuer
Broc Buckles and Peter Ciravolo
Jamaal W. Stafford
Dan Doran
Your Next Big Project Is YOU
Lim Ren En and Rick Hu
John Brown
Sheryl Hickerson
Thomas J. Perrone, CLU,CIC
womenworkinginwealth
Darryl Bates-Brownsword
Amplifier X
Jim Stackpool - Founder Certainty Advice Group
Momentum Media
MassMutual Eastern Pennsylvania
Jackie Ducci
Michael Palumbos
David Shriner-Cahn
Craig West
Bill Coppel
Susan Brender
John Hancock Insurance
Moin Mirza
Francois du Toit
Jacqui Henderson
Mindshop
Brett Fellows, CFP®
Business Essentials
Darren J. Cioffi
Alan Moore and Michael Kitces
Dr. Lisa Miller
EverythingHR Podcast
Tara Landes
Adrian McIntyre | PHX.fm
Sarah Barker
Moin Mirza
Robin Bailey
The Heritage Institute
Portia Sandall
Pentegra
Libby Gill
Andy Albright
MetLife Australia
Ameritas Life Insurance Corp.
The Pinnacle Group
Hilda Gan
SmartPro Financial
John F. Dini
Richard Franzi
Mike Fusco
O'Brien McMahon
Rob Schulz
Philotimo
NewGround Financial Inc.
Betty Daniel
Ecclesiastical
David DeCelle
Bridging The Gap
Reuben Bergola
Will Bachman