Succession in financial advice: Apprenticeships and the next generation

About this episode

The episode discusses the unique journey of apprenticeships in financial advice through the experiences of Dave Chamberlain and Alex Gager.

In this episode of Just Covered, we meet Dave Chamberlain, Chartered Financial Planner and Director of Better Future Financial Planning, and Alex Gager, his Adviser Associate. Apprenticeships are unusual in the industry. So, when Alex approached Dave through LinkedIn with a proposal to become a sponsored apprentice at his self-built, independent firm, it was certainly a surprise. His background wasn’t in financial services, but he was keen and passionate to learn. We delve into their experien...

People in this episode

Guests: Dave Chamberlain, Alex Gager

Topics covered

• succession planning
• financial advice
• apprenticeships
• next generation
• career development

Keywords

• financial planning
• apprenticeships
• career in finance
• succession
• learning

Mentioned in this episode

Organizations: Better Future Financial Planning

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