Why Financial Planning Academies Are Failing 75% of New Advisers | Rob Atherton Part 2

Why Financial Planning Academies Are Failing 75% of New Advisers | Rob Atherton Part 26 nov46 min

Luister in SpotifyWerkt ook in je browser

11 andere apps

How do you build a financial planning academy that actually works? And why are most firms still getting the talent pathway wrong?

Rob Atherton returns for part two to unpack what it really takes to develop new advisors, why employed pathways must become the norm and what's holding the profession back from solving the talent crisis. Adam Carolan and Rob discuss mentorship, attrition rates, the real cost of training and why treating academy building like a tick box exercise is failing both firms and new entrants.

Rob explains why every other profession trains people properly except financial planning, how Melbourne Capital Group built their employed academy without reinventing the wheel and why business owners need to stop fearing the investment. They also explore what holistic financial planning actually means, why it takes a year to properly serve a client and how smaller firms can create their own development pathways without massive budgets.

From the role of private equity to invisible academies that aren't marketing themselves, this is a candid conversation about what needs to change if the profession is serious about attracting the next generation. Rob also shares why raising Malaysia's profile matters, how visa pathways work for international advisors and what expatriates should expect when moving overseas to build a financial planning career.

The episode ends with Adam sampling durian for the first time. It does not go well.