5th April 2023

Reinventing the Financial Advice Profession

If you're new to the financial advice profession or simply looking to stay ahead of the curve, Paul Harper has recently published his first book ‘Reinventing the Financial Advice Profession’. The book offers a unique and valuable perspective on the evolution of the financial planning industry over the past four decades. As someone with over 40 years of experience working closely with financial planning professionals, Paul delves into the evolution of the industry, including real-life stories and insights from industry experts, and it touches on what the future of Financial Planning could look like.   

The financial advice profession has evolved significantly since its Victorian origins, with four major direct sales companies playing a significant role in shaping its development. The book examines the impact of these companies and explores how the profession has transformed from commission-driven life assurance sales to the highly respected and professional field it is today.

If you're new to the financial advice profession, just starting out, going through an Academy, or simply looking to stay ahead of the curve, this book would be a great place to start.

It’s available in both paperback and Kindle edition on Amazon.

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Amazon #1 Best Seller in Personal Financial Planning and Financial Retirement Planning 

Reviews

James Howell – “Absolutely excellent. Educational, humorous and the 'real life stories' make it very real"

Stuart Dodson, Managing Director of the Openwork Partnership – “"I think many others like me will relate to the journey we have all been on. I think it’s just the thing that would get them talking over a beer. I will definitely be buying a copy as a bit of an insurance salesman’s bible as well as encouraging our graduates and Academy Trainees to use it to understand how the industry has got to where it is today"

David Carrington, Previous Sales and Marketing Director - "A fascinating journey that reminds us just how much financial advice has changed over the past 40 years. Paul has been there throughout, and his insight creates a lively read that stirs many memories for those of us who were there and will leave those who weren't open mouthed in disbelief. Paul captures each phase of the market development with some fascinating interviews and uses his own experiences to draw telling conclusions and to provide a clear insight of how he sees the future of financial advice. A labour of love, written with the same passion that Paul applies to his business."

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