Neha’s Professional Year
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Neha’s Professional Year
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In this episode of My Risk Adviser, Trent is joined by Neha to unpack what the first quarter of the Professional Year really looks like.
Not the glossy version. The real one.
They cover:
- What the Professional Year actually is, and why it exists
- Why starting your PY later can sometimes be the smarter move
- What changes between Quarter 1, 2, and 3
- Presenting advice under supervision, then on your own
- The reality of client conversations, confidence, and learning on the job
- Passing the adviser exam, first go, and why timing matters
If you’re a student, associate, or thinking about becoming an adviser, this is one of those episodes that gives clarity, not hype.
And if you’re a practice owner thinking about taking on a PY candidate, there’s plenty in here for you too.
Give it a watch. It’s honest, practical, and very real.
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The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.
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