056: BONUS - How to Hire and Train Financial Advisors for Your Practice - The Adviser Gap

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

Today I’m throwing in a bonus episode as this is a guest appearance I had on The Adviser Gap Podcast. It’s hosted by James Mousley and Sean Banks from, as they say, “across the pond” over in the UK. I continue to be blown away by the power and reach of podcasting as I connected with the two of them after they gave a few of my episodes a listen over in the UK.

They’ve created their podcast to address the lack of training out there to help paraplanners bridge the gap into a true financial planning role. This is a common problem in the US as well, as from my experience, most successful advisors were simply educated by the school of “hard knocks” and oftentimes have simply outlasted and out-marketed their competition.

So with that in mind, I thought it would be helpful to share this episode for both those paraplanners out there looking to make the transition to client-facing financial advisors, as well as those CEOs and Founders looking for a training track to develop and add new advisors to the team. I hope you find this episode helpful and for those firms out there facing this problem, be sure to search for The Adviser Gap podcast out there and give them a subscribe as James and Sean will be addressing this topic on each and every show!

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SHOW NOTES

To get access to today's show notes, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/56