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Education vs. Experience: What Really Drives Growth?

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Manage episode 487123388 series 3594406
Content provided by Paul Glynn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Glynn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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In this episode of Master Later Life Lending, host Will Hale is joined by industry leaders Paul Saroya (Viva Retirement), Jon Sommerville (LIBF), Dan Holden (Air), and Sue Reed (ERC) to explore the real value of adviser education: is it the key to unlocking business growth, or just another regulatory checkbox?

Together, they unpack the practical impact of ongoing learning, the importance of real-world application beyond qualifications, and how advisers can use education to stay competitive in a rapidly evolving market. With insights into balancing time, boosting credibility, and delivering better client outcomes, this episode is a must-listen for any adviser questioning the ROI of professional development in the later life lending space.

View our manifesto.
Follow us on Linkedin.

  continue reading

Chapters

1. Education's Role in Later Life Lending (00:00:00)

2. Learning as a Competitive Advantage (00:05:12)

3. Making Education Accessible for Advisors (00:10:42)

4. The Commercial Impact of Learning (00:15:43)

5. Curiosity and Client Conversations (00:21:32)

6. Consumer Duty and Holistic Advice (00:31:42)

7. Final Thoughts and Call to Action (00:37:28)

16 episodes

Artwork
iconShare
 
Manage episode 487123388 series 3594406
Content provided by Paul Glynn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Glynn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us your feedback!

In this episode of Master Later Life Lending, host Will Hale is joined by industry leaders Paul Saroya (Viva Retirement), Jon Sommerville (LIBF), Dan Holden (Air), and Sue Reed (ERC) to explore the real value of adviser education: is it the key to unlocking business growth, or just another regulatory checkbox?

Together, they unpack the practical impact of ongoing learning, the importance of real-world application beyond qualifications, and how advisers can use education to stay competitive in a rapidly evolving market. With insights into balancing time, boosting credibility, and delivering better client outcomes, this episode is a must-listen for any adviser questioning the ROI of professional development in the later life lending space.

View our manifesto.
Follow us on Linkedin.

  continue reading

Chapters

1. Education's Role in Later Life Lending (00:00:00)

2. Learning as a Competitive Advantage (00:05:12)

3. Making Education Accessible for Advisors (00:10:42)

4. The Commercial Impact of Learning (00:15:43)

5. Curiosity and Client Conversations (00:21:32)

6. Consumer Duty and Holistic Advice (00:31:42)

7. Final Thoughts and Call to Action (00:37:28)

16 episodes

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