Apr 22, 202548 minS1
<p></p><p>Think financial advice is all about investments and pensions? Think again. In this episode, the team unpack the emotional, personal, and practical support that advisers quietly deliver—building lasting client...
About this Podcast:
Welcome to LOA: Lessons on Advice, the premier podcast for new and aspiring financial advisers. Hosted by a team of experienced professionals—Ben Butler, Adam Tweedie, Anna Evans, and Will Hartley—this show is your gateway to mastering the essentials of financial advice.Together, they delve into the key aspects of financial advising, from the basics of building your practice to the nuances of specialised advice. Whether you're starting out or looking to enhance your skills, LOA: Lessons on Advice provides you with the tools, tips, and insights you need to thrive in this rewarding profession.Join us each episode as we explore the challenges and opportunities in the financial advice industry, sharing practical advice and real-world experiences to help you succeed.
Pitch Analysis
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Contact path
Verified email
Booking probability
18%
Guest openness
Selective
80/100
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What is LOA: Lessons on Advice about?
Welcome to LOA: Lessons on Advice, the premier podcast for new and aspiring financial advisers. Hosted by a team of experienced professionals, Ben Butler, Adam Tweedie, Anna Evans, and Will Hartley, this show is your gateway to mastering the essentials of financial advice.
What has LOA: Lessons on Advice covered recently?
Recent episodes include "The Hidden Value of Advice: What Clients Remember Most" (22 April 2025, 48 minutes), "Unlocking Estate Planning: How Financial Advisers Can Navigate IHT, Pensions & Wealth Transfer" (19 March 2025, 41 minutes), and "How to Get Better Referrals as a Financial Adviser" (24 February 2025, 45 minutes).
How often does LOA: Lessons on Advice publish?
LOA: Lessons on Advice publishes roughly monthly, with episodes averaging 46 minutes across 10 episodes.
How hard is it to get booked on LOA: Lessons on Advice?
Booking probability for LOA: Lessons on Advice is 18%, and the host is rated Selective on guests. LOA: Lessons on Advice requires a Pod Score of 80 or higher. LOA: Lessons on Advice's contact route on record: verified email.
Who should pitch LOA: Lessons on Advice?
The strongest fits for LOA: Lessons on Advice are Investment Banking & Trading. LOA: Lessons on Advice has a business audience.
About the host
LOA: Lessons on Advice is a business podcast with 10 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #9
Unlocking Estate Planning: How Financial Advisers Can Navigate IHT, Pensions & Wealth Transfer
Mar 19, 202541 minS1<p>With pensions, business relief, and inheritance tax in flux, estate planning has never been more critical for advisers. In this episode of Lessons on Advice, Ben Butler is joined by Adam Tweedie and Will Hartley to...
- Feb 24, 202545 minS1
<p>Struggling with low-quality referrals? In Episode 8 of LOA: Lessons on Advice, Ben Butler, Adam Tweedie, and Will Hartley reveal how financial advisers can attract better referrals from accountants, solicitors...
- Feb 15, 202550 minS1
<p>Discover the financial adviser career path that suits you best in our latest LOA: Lessons on Advice episode, 'How We Get Paid! The Choice Between Employment and Self-Employment.' We explore the pros and cons of...
Episode #6
Old School vs Modern Financial Advice: Mastering Networking, Dress Codes, and Client Meetings
Dec 11, 202448 minS1Are traditional methods like face-to-face networking and formal dress codes still relevant, or have social media and online meetings taken over? Join us as we explore the pros and cons of old-school versus modern...
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Oct 31, 202441 minS1In this episode of Lessons on Advice, we dive into the UK's Autumn Budget and its immediate implications for financial advisors and their clients. Join Ben Butler, Adam Tweedy, Will Hartley, and Anna Evans as they react...
Oct 11, 202446 minS1In Episode Four of Lessons on Advice, we dive into a key question posed by listener Freddie Mead: Should you start fresh as a financial adviser, or work your way up from administrator to paraplanner and then adviser...
Sep 20, 202444 minS1Welcome back to "Lessons on Advice," the podcast where four young financial advisors—Ben Butler, Will Hartley, Anna Evans, and Adam Tweedie—share their journeys, challenges, and the lessons they've learned along the...
Aug 22, 202449 minS1In this episode of "Lessons on Advice," Ben Butler, Will Hartley, Adam Tweedie, and Anna Evans talk about the often overlooked challenges that new financial advisors face in their careers. The conversation explores the...
Aug 1, 202444 minS1Welcome to the inaugural episode of "Lessons on Advice," hosted by Ben Butler. Join Ben and colleagues Anna Tweedy, Anna Evans, and Will Hartley as they share their unique journeys into financial planning.Ben...
Recent guests
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