Eddie Grant catches up with Alex Hall who completed his masters in 2023 shares his insights on how to inspire the next generation of advisers and hints and tips for fellow students.
Previous episodes in the research series:
Better Vulnerable Client Outcomes - Eddie Grant discusses better outcomes for clients in vulnerable circumstances - available here
Buy to let - Jason Haigh discusses buy to let properties - listen here
Investor Knowledge - Amy Goodall-Smith discusses where people get their knowledge when making financial decisions - listen here
Later Life Financial Planning - Vicky Kleboe, Later Life Financial Planning for women - listen here
Long Term Care - Zoe Taylor, discusses the perfect storm for financial planning decision making - listen here
Millennials in Aberdeen - Alan Rutherford discusses how millennials make investment decisions - listen here
Pensions Tax Relief - Claire Trott discusses the impact of pensions tax relief based on the nature of the benefit structures of the schemes - listen here
Property - Paul Johnson discuss Property as a retirement strategy instead of pensions - listen here
Retirement - Sam Bradford discuss The Retirement Decision within financial services company - listen here
Retirement Planning - Ellie Reed discusses how existing stakeholder knowledge and emotional intelligence plays a role - listen here.
Value of Advice - Tom Low, discuss reason for, and value of, seeking financial advice - listen here
Vulnerability - Adam Johnson discusses vulnerable consumers in financial services - listen here
Subscribe to future podcasts and review our Techlink in Conversation catalogue for a deep dive across Technical, Vulnerability and Research themed conversations.
Please leave a comment, we would love to know what you think of our conversations, why not like it too!
Techlink in Conversation Podcast – Research Series - Episode 65 – Kelly Mills and Eddie Grant discuss
Techlink in Conversation Podcast – Episode 64 – Jonathan and Eddie discuss all things vulnerability and the TISA vulnerability radar tool
Techlink in Conversation Podcast – Episode 63 – Claire and Eddie discuss the lifetime allowance changes
Techlink in Conversation Podcast – Episode 62 – Research Series – Simon Neville, Business Exits
Techlink in Conversation Podcast – Episode 61 - Claire and Eddie discuss hot topics
Techlink in Conversation Podcast – Episode 60 – Learn and Share Series – Charlotte Watson, Charlotte Watson Financial Planning
Techlink in Conversation Podcast - Episode 58 - Vulnerability Series - Hannah Coffey - Vulnerability and Client Assistance
Techlink in Conversation Podcast – Episode 57 – Technical Series – Helen O’Hagan – Trusts and Trustee Duties
Techlink in Conversation Podcast – Episode 56 – Research Series - Anna Blake
Techlink in Conversation Podcast – Episode 55 - Claire Trott - Pensions Awareness Week
Techlink in Conversation Podcast – Episode 54 – Barbara Gardener - The five most common trust misunderstandings
Techlink in Conversation Podcast – Episode 53 - Mindset Coaching
Techlink in Conversation Podcast – Episode 52 - Budget tax changes and the impact on business owners
Techlink in Conversation Podcast – Episode 51 – Trust Registration Service - Ben Ward
Techlink in Conversation Podcast – Episode 50 – Techlink & social media overview - Lucy McIntosh & Scott Grassick
Techlink in Conversation Podcast – Episode 49 – Learn and Share – Harold Stephens
Techlink in Conversation Podcast – Episode 48 – Spring Budget 2023 – Focus on Pensions
Techlink in Conversation Podcast – Episode 47 – International Women’s Day
Techlink in Conversation Podcast – Episode 46 – Professional Bodies – The PFS
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