PODCAST · business
LOA: Lessons on Advice
by The LOA Team
Welcome to LOA: Lessons on Advice, the premier podcast for new and aspiring financial advisers. Hosted by a team of experienced professionals—Ben Butler, Adam Tweedie, Anna Evans, and Will Hartley—this show is your gateway to mastering the essentials of financial advice.Together, they delve into the key aspects of financial advising, from the basics of building your practice to the nuances of specialised advice. Whether you're starting out or looking to enhance your skills, LOA: Lessons on Advice provides you with the tools, tips, and insights you need to thrive in this rewarding profession.Join us each episode as we explore the challenges and opportunities in the financial advice industry, sharing practical advice and real-world experiences to help you succeed.
Episodes
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The Hidden Value of Advice: What Clients Remember Most
Think financial advice is all about investments and pensions? Think again. In this episode, the team unpack the emotional, personal, and practical support that advisers quietly deliver—building lasting client trust and loyalty. From crisis calls to celebration to market meltdowns, this is the…
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Unlocking Estate Planning: How Financial Advisers Can Navigate IHT, Pensions & Wealth Transfer
With pensions, business relief, and inheritance tax in flux, estate planning has never been more critical for advisers. In this episode of Lessons on Advice, Ben Butler is joined by Adam Tweedie and Will Hartley to discuss how financial planners can add real value in this space. They explore the...
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How to Get Better Referrals as a Financial Adviser
Struggling with low-quality referrals? In Episode 8 of LOA: Lessons on Advice, Ben Butler, Adam Tweedie, and Will Hartley reveal how financial advisers can attract better referrals from accountants, solicitors, mortgage brokers—even hairdressers and jewellers! Learn how to make introductions...
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Employment vs. Self-Employment: How Financial Advisers Get Paid
Discover the financial adviser career path that suits you best in our latest LOA: Lessons on Advice episode, 'How We Get Paid! The Choice Between Employment and Self-Employment.' We explore the pros and cons of salaried roles versus going independent, covering income potential, flexibility, and...
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Old School vs Modern Financial Advice: Mastering Networking, Dress Codes, and Client Meetings
Are traditional methods like face-to-face networking and formal dress codes still relevant, or have social media and online meetings taken over? Join us as we explore the pros and cons of old-school versus modern approaches to financial advice—and discover how to find the perfect balance for your...
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From Policy to Practice: UK Autumn Budget Reactions
In this episode of Lessons on Advice, we dive into the UK's Autumn Budget and its immediate implications for financial advisors and their clients. Join Ben Butler, Adam Tweedy, Will Hartley, and Anna Evans as they react to key changes, including updates to capital gains tax, inheritance tax, and...
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From Admin to Adviser: Is the Long Route Worth It?
In Episode Four of Lessons on Advice, we dive into a key question posed by listener Freddie Mead: Should you start fresh as a financial adviser, or work your way up from administrator to paraplanner and then adviser? Join Ben Butler, along with Adam Tweedie, Will Hartley, and Anna Evans, as they...
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Secrets Revealed – Inside the Daily Lives of Young Financial Advisors
Welcome back to "Lessons on Advice," the podcast where four young financial advisors—Ben Butler, Will Hartley, Anna Evans, and Adam Tweedie—share their journeys, challenges, and the lessons they've learned along the way. In this episode, we're pulling back the curtain to reveal what really goes…
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What the Professional Bodies Don't Tell You
In this episode of "Lessons on Advice," Ben Butler, Will Hartley, Adam Tweedie, and Anna Evans talk about the often overlooked challenges that new financial advisors face in their careers. The conversation explores the complexities beyond technical knowledge, such as the importance of building...
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Pathways to Financial Planning, Our Journeys and Insights
Welcome to the inaugural episode of "Lessons on Advice," hosted by Ben Butler. Join Ben and colleagues Anna Tweedy, Anna Evans, and Will Hartley as they share their unique journeys into financial planning.Ben transitions from law to financial advising, highlighting the need for young talent. Adam...
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ABOUT THIS SHOW
Welcome to LOA: Lessons on Advice, the premier podcast for new and aspiring financial advisers. Hosted by a team of experienced professionals—Ben Butler, Adam Tweedie, Anna Evans, and Will Hartley—this show is your gateway to mastering the essentials of financial advice.Together, they delve into the key aspects of financial advising, from the basics of building your practice to the nuances of specialised advice. Whether you're starting out or looking to enhance your skills, LOA: Lessons on Advice provides you with the tools, tips, and insights you need to thrive in this rewarding profession.Join us each episode as we explore the challenges and opportunities in the financial advice industry, sharing practical advice and real-world experiences to help you succeed.
HOSTED BY
The LOA Team
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Frequently Asked Questions
How many episodes does LOA: Lessons on Advice have?
LOA: Lessons on Advice currently has 10 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is LOA: Lessons on Advice about?
Welcome to LOA: Lessons on Advice, the premier podcast for new and aspiring financial advisers. Hosted by a team of experienced professionals—Ben Butler, Adam Tweedie, Anna Evans, and Will Hartley—this show is your gateway to mastering the essentials of financial advice.Together, they delve into...
How often does LOA: Lessons on Advice release new episodes?
LOA: Lessons on Advice has 10 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to LOA: Lessons on Advice?
You can listen to LOA: Lessons on Advice on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts LOA: Lessons on Advice?
LOA: Lessons on Advice is created and hosted by The LOA Team.
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