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 ...
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