Contributor profiles
Claire Limon
Director of Learning and Acquisition at Openwork
Jackie Lockie
Head of Financial Planning at The Chartered Institute for Securities & Investment
James Priday
CEO and founder of P1 Investment Management
Laura Russell
Head of Paraplanner Development at Succession Wealth
Rohan Sivajoti
Co-founder of NextGen Planners
Scott Stevens
Head of Recruitment and Acquisitions at Quilter
Owen Cook
Chartered Financial Planner, Ablestoke
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More Chapters
Introduction
The advice gap looks set to grow substantially – with significant implications for the financial advice profession.
Chapter 1 – Why the advice gap looks set to grow wider
Learn why the advice gap looks set to grow wider and why outdated perceptions of the profession are making recruitment more difficult.
Chapter 2 – Raising awareness of financial advice as a career
This chapter outlines how we can attract the next generation of talent as well as the significant commercial benefits of doing so.
Chapter 3 – Harnessing technology and new ways of working
Technology has huge potential to help close the advice gap, but where should you start, and what are the barriers that still need to be overcome.
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