A reliance on amateur advice from family is impacting our financial and emotional wellbeing, according to new research by Fidelity Life.
9 March 2022
A new podcast series designed to help advisers build high performing businesses and drive great customer outcomes has been launched by Fidelity Life.
The podcasts feature content from Fidelity Life’s Building Better Businesses programme and cover topics including record keeping, continuing professional development, cyber risks and referrals.
Fidelity Life’s Head of Solutions and Services Trecia Brown says the podcasts give time-poor advisers an easy way to consume relevant and useful content.
“There’s never been a busier time for advisers, whether they’re helping customers, working towards full licencing or managing their businesses around COVID-19 – it’s all go!
“Our new podcast series brings great content to advisers in a convenient, snackable format, and is another way we’re delivering growth and performance solutions to our valued business partners.”
The series comprises 17 3-5 minute podcasts and is available for Fidelity Life advisers on Adviser Hub.
To celebrate the launch of the series, the record keeping podcast has been made freely available to all advisers, including those without a Fidelity Life agreement.
Trecia says the record keeping podcast is recommended listening for all advisers: “The podcast provides key pointers for creating and maintaining records, which is a standard condition for licensing.”
Fidelity Life’s Solutions and Services team connects advisers with the best possible tools in the areas of business consultancy, digital solutions and professional development.
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