Employed Financial Planner Academy - The Openwork & Redmill Advance Partnership

About this episode

Sam Oakes discusses the development of financial advisers with Helen Longland and David Tait, focusing on building effective academies.

In this episode of the Financial Planner Life Podcast, Sam Oakes is joined by Helen Longland from Openwork and David Tait from Redmill Advance to explore how advisers are really being developed in today’s profession and what it takes to build an academy that works at scale without losing quality. Helen and David bring a long-standing working relationship into the conversation. Having partnered on previous academies, they share how that experience shaped the decision for Openwork to work with ...

People in this episode

Host: Sam Oakes

Guests: Helen Longland, David Tait

Topics covered

• financial planning
• professional development
• academy building
• adviser training
• partnerships

Keywords

• financial planner
• academy
• Openwork
• Redmill Advance
• professional development
• training
• advisers

Mentioned in this episode

Organizations: Openwork, Redmill Advance

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