New Voices

Using TikTok to encourage younger people into advice

Using TikTok to encourage younger people into advice

Advice should become less 'corporate' to appeal to younger clients

Advice should become less 'corporate' to appeal to younger clients

Advice should ‘evolve’ to cater to younger people

Advice should ‘evolve’ to cater to younger people

Diversifying advisers would make profession ‘more approachable’

Diversifying advisers would make profession ‘more approachable’

'Rejecting the testimonies of female advisers'

Tom Dunstan

Tom Dunstan

'Old school' adviser training needs to be updated

‘Financial planning is perceived to be an old man’s job’

Financial services needs younger role models

'Firms without younger advisers risk losing business'

Accessing financial services can be ‘difficult’ without a degree

'Quite a few firms in the industry are very old fashioned'

Advice profession is ‘incredibly understanding, kind and inclusive’

In Focus: Diversity in the profession

'Clients feel you don’t get it until you’ve been in their shoes’

In Focus: Diversity in the profession

'If you're not one of the lads, you can feel on the periphery'

'Money is still a reluctant topic of conversation'

‘Advice will die’ if young people are not encouraged into profession

How data is king when it comes to improving diversity

Circumventing the barriers to a career in advice

The importance of compliance in diversity, equity and inclusion

Advice profession should define its future while segregating from its past

Why firms should break down the differences between diversity, equity and inclusion

The dangers of excessive diversity branding

Increasing accessibility will encourage young people to join financial services

Understanding life beyond the desk improves people’s work

Why having advisers from diverse backgrounds could improve profession