About
Welcome to LOA: Lessons on Advice, the premier podcast for new and aspiring financial advisers. Hosted by a team of experienced professionals—Ben Butler, Adam Tweedie, Anna Evans, and Will Hartley—this show is your gateway to mastering the essentials of financial advice. Together, they delve into the key aspects of financial advising, from the basics of building your practice to the nuances of specialised advice. Whether you're starting out or looking to enhance your skills, LOA: Lessons on Advice provides you with the tools, tips, and insights you need to thrive in this rewarding profession. Join us each episode as we explore the challenges and opportunities in the financial advice industry, sharing practical advice and real-world experiences to help you succeed.
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Episodes(3)
The Hidden Value of Advice: What Clients Remember Most
Think financial advice is all about investments and pensions? Think again. In this episode, the team unpack the emotional, personal, and practical support that advisers quietly deliver—building lasting client trust and loyalty. From crisis calls to celebration to market meltdowns, this is the side o
Unlocking Estate Planning: How Financial Advisers Can Navigate IHT, Pensions & Wealth Transfer
With pensions, business relief, and inheritance tax in flux, estate planning has never been more critical for advisers. In this episode of Lessons on Advice , Ben Butler is joined by Adam Tweedie and Will Hartley to discuss how financial planners can add real value in this space. They explore the ev
How to Get Better Referrals as a Financial Adviser
Struggling with low-quality referrals? In Episode 8 of LOA: Lessons on Advice , Ben Butler, Adam Tweedie, and Will Hartley reveal how financial advisers can attract better referrals from accountants, solicitors, mortgage brokers—even hairdressers and jewellers! Learn how to make introductions smooth