How the Professional Year can create 'advice‑ready' financial advisers
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How the Professional Year can create 'advice‑ready' financial advisers
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In this episode of the ifa Show, general manager of Viridian Advisory Brett Arnol joins host Keith Ford to speak about how the firm approaches the Professional Year as a strategic talent pipeline rather than a compliance hurdle.
Arnol explains that simply following the regulatory framework is not enough to turn a new adviser into a capable "advice‑ready" professional, and breaks down how Viridian maps each adviser's path over one, three and five years, using the PY as a foundation for long‑term career development, clarity of expectations, and strong retention.
Tune in to hear:
- How listening, confidence, and the willingness to have difficult client conversations can be just as important as technical knowledge.
- Why clarity within the PY process is vital to setting advisers up for long-term success.
- How a well‑run PY program creates loyal, "homegrown" advisers, but firms must accept a three- to five-year horizon before candidates are fully productive.
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