Background & Strategy
The number of Financial Advisers in the UK stands at around 26,000. In 2019, for the first time, there was a decline in both the amount of firms and IFAs, with the industry set to lose about 60% of its advisers in the next decade.
Quilter Financial Planning wanted to open up the conversation on the world of financial advice and encourage both existing FAs to seek support in continuing their firm or career, as well as informing others who may never have considered it as a career path, just what it entails, with the aim of increasing sign ups to the Quilter Financial Adviser School.
We worked collaboratively with the client to split the series narrative between targeting these two groups, with certain episodes aimed at students & mothers, and others aimed at advisers that have their own firm or looking to plan their next move.
‘We wanted to make Beyond The Balance Sheet different and appeal to listeners outside of the financial services industry. The expertise, dedication and outstanding production standards provided by M4DC have helped us achieve our goals and create something truly unique’ Simon Cockfield, Senior marketing Manager, Quilter