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Education vs. Experience: What Really Drives Growth?
Manage episode 487123388 series 3594406
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.
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)
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