How to thrive as a new adviser

There are many different routes to becoming a financial adviser. In this episode, we hear how Sophie Barnes, associate & independent financial adviser at Chattertons Solicitors and Wealth Management, went from a degree in Law and Psychology to becoming a fully chartered adviser. 

Host, Sarah Kennedy, partnerships manager at Albemarle Street Partners, explores the challenges new advisers face and strategies to thrive, with Sophie sharing her expertise on managing and growing a client portfolio, blending existing relationships with new business opportunities and making the most of professional networks and mentoring. 

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