Adviser Insight: Joy and sorrow. Life, death and everything in between. The privilege of being a Financial Planner with Martin Ruskin.

Octo Members
12 March 2020

A 32 minute watch.  

Martin Ruskin joined Lee Robertson for an in depth interview to talk about the power of financial planning, however during this conversation he covered so much more.  

The privilege he feels working with clients, the joy and the sorrow experienced to help them live the life they want to lead.  How his career including pastoral care has shaped how he builds relationship.  He also talks about professional qualifications, new qualifications, how the CISI is creating better pathways and bringing people in to an incredible occupation.  The changing demographics and massive adviser gap but with all this ultimately how genuinely excited he is about the future and the next generation of advisers.

#nextgen #qualifications #cisi


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