Challenge the Standard in Financial Advice

← Challenge the Standard in Financial Advice27 ago · 1 h 14 min

S8E17 Post-PY Life with Hannah Elliott

S8E17 Post-PY Life with Hannah Elliott27 ago1 h 14 min

Fair to say the Professional Year experience has involved a lot of pioneering spirit from all involved. And it's now been around long enough that we're seeing people roll out from the 18m-long-year into being fully fledged financial advisers.

And Jordan and Nathan were curious about how that looks for the now-advisers brave enough to weather the experimental process.

Which is why this conversation with Hannah Elliott was so much fun. We were able to cover:

The challenges that come with learning the process as it's being built Navigating changing licensees midway through the PY The honesty behind becoming known as the adviser who failed the exam How Hannah's approach to social media embodies her approach to advice On top of this, they find time for Hannah to allocate karaoke songs to both Nathan and Jordan, and explore the at-times difficult realities of being a woman in the financial advice world.

Plan Your Pennies (Hannah's Podcast): Spotify |  Youtube

Hannah's Socials: Instagram | LinkedIn

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode:

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au