How We’re Developing the Next Generation of Financial Advisers | with Matthew Morgan

Most people underestimate what it takes to build a career in financial planning.

It’s not just about passing exams or learning technical knowledge.

In this episode, Matt Morgan sits down with Jacob Hall to share his journey from trading into financial planning, and what he’s learned from advising, leading teams, and now developing the next generation of advisers.

We get into the reality of how careers in this industry are actually built, including:

• The transition from trading into financial planning, and where he found the most fulfilment
• What the pathway into advice really looks like, and why prospecting is the hardest skill to master
• Why discipline and consistency matter more than short-term motivation
• How Hoxton is developing the next generation of advisers, and what makes that opportunity different

It’s a practical, honest look at progression in financial planning - and what it really takes to succeed over the long term.

Watch the full episode on YouTube, or listen on all audio platforms.

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

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