What makes a great financial adviser?

Mike Davis
Mike Davis Head of Selection, St James’s Place

With an estimated 50,000 new financial advisers needed to keep pace with demand, we explore what it takes to be a great financial adviser.

Mike Davis, Head of Selection at St James’s Place, synthesises the learnings from selecting, training and developing more than 1,000 financial advisers.

This talk is for anyone considering becoming a financial adviser or looking to recruit or train the next generation.

Learning objectives:

  • Understand what characteristics and skills make a successful financial adviser.
  • Learn what it takes to succeed.
  • Understand what a robust selection process entails.
  • Understand the most common mistakes people make in their first 3 years.