Why I'm not quitting financial adviceBY PETER HORSFIELD | FRIDAY, 6 MAR 2020 3:41PM If you read the media and industry headlines, you'll read that thousands of financial advisers are currently running for the door. Their reason? Over regulation, increasing ... Upgrade your subscription to access this article
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Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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Outstanding comments I related to your insights and share the many reasons you have mention.
Helping people is at the core of my daily life inside and outside my profession.
Hi Peter
Great article.
I am 66 this year, and i am no dinosaur.
Still in financial planning after 44 yrs and still enjoying and can see many opportunities moving forward.
Great article and great list. Reminds me too why I'm staying in the industry!
Great article - hope this is ok !! Your article is an inspiration to financial planners !!
Hi Jeff,
You inspire me!
And to others who have made time to comment. Thank you.
We're all in this together and together we all benefit together.
Cheers
Peter
Well your article.is realistic and encouraging but its your view...but just one thing... I am 67 and not a dinosaur ..I have a few more good years to go yet. I am enjoying the client engagement as much as I ever have ...not so much the rest i.e. compliance ,education etc.. its what we have to do..You have got a handle on things ..quite well ...but you cant replace experience with youth...you are a mere 48 .years of age so you can still learn a lot from us so called dinosaurs before we leave the Financial planning industry ?"Good Luck ...BD