Episodit
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St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here
Episode Overview:
In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's Place. Natasha's journey from podcast listener to financial planning prodigy is nothing short of inspiring. After launching her career influenced by this very podcast, Natasha quickly ascended through the ranks, graduating from the St James's Place Academy and becoming one of our most celebrated guests. Today, she shares the pivotal experiences and key learnings from her second year in the field, offering invaluable insights into Networking, Online Presence, and Client Meetings along with the continual support she receives from St James's Place.
Key Highlights:
The Journey Continues: Natasha reflects on her progression since her last appearance, detailing the evolution of her career and the impact of her initial podcast episode, one of the most downloaded in our history.Networking Mastery: With an impressive track record of attending 120 networking events in just two years, Natasha dives into the nuances of effective networking. She discusses the importance of intrinsic networking, engaging first impressions, strategic preparation, maintaining connections, and the art of follow-up. Her preference for LinkedIn as a networking tool provides listeners with practical advice for enhancing their online networking strategy.Building an Online Presence: Natasha emphasises the significance of a strong online presence for personal branding and client engagement. She shares her successful strategies for visibility, including podcast appearances and social media engagement, and reveals which platforms have yielded the best results for her.Client Meeting Strategies: Natasha offers a behind-the-scenes look at preparing for and conducting client meetings. From comprehensive preparation to utilizing prompt sheets for different meeting types, sticking to a process, and the importance of client and mentor feedback, she provides a roadmap for effective client interactions.The Power of Partnership: Natasha speaks to the essence of the 'St James Place Partnership,' highlighting the support, community feel, training opportunities, and the unique partnership experience that has fuelled her growth and success.Looking Ahead: What does theBegin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo.
Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, structured career development, and the undeniable importance of financial education in today's digital age. Josie's narrative invites us to consider the infinite possibilities that await in the financial planning sector for those with the drive to succeed.
This episode unpacks the realities of growing within the financial planning industry, offering listeners a front-row seat to Josie's progression from administrative beginnings to a commanding practice manager role. Her experiences shed light on the dual art of cultivating technical know-how alongside essential relationship-building techniques, proving that success in this field hinges on juggling both with grace. Josie's insights into professional trajectories will resonate with anyone looking to carve out their own path in this dynamic space.
Listen in as we navigate the nuances of supporting advisors and clients, the strategic importance of personal development plans, and the delicate balance required in management roles. Josie's candid reflections on the rise through the ranks of financial planning not only offer guidance but also celebrate the personal satisfaction that accompanies each new career milestone. Her story is a beacon for ambitious individuals, illuminating the diverse pathways to achievement in the financial planning profession.Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
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Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector.
Her path, influenced by personal connections and a drive for inclusivity, echoes throughout our discussion, offering a fresh perspective on finding one's niche in the often-intimidating world of finance.
At First Wealth, Phoebe's story unfolds within a firm that prides itself on being a B Corp, valuing impact on society and the environment as much as client satisfaction.
Navigating the financial industry is no small feat, yet Phoebe does so with grace, balancing client engagement and advisor support within First Wealth's unique 'pod' system.
Her candid sharing of the challenges and triumphs of pursuing professional qualifications, like the CII Level 4 Diploma in Regulated Financial Planning, underscores the importance of resilience in personal growth.
Her position as a B Corp leader further illuminates how non-traditional roles within finance can spearhead positive change, proving that every team member can have a profound influence on a company's ethos and action.
This episode takes a sharp turn into the significance of diversity and inclusive financial education, both of which are transforming the finance landscape. As Phoebe discusses initiatives like Thrive, co-founded by Robert Kaplan, it becomes clear that democratizing financial advice is not just a dream but an actionable goal.
The platform's mission to break cycles of financial illiteracy is a testament to the evolving face of finance—one that embraces different backgrounds and strives for an inclusive future.
Whether you're in the financial sector or simply curious about the people that shape it, Phoebe's insights offer a compelling narrative on the power of inclusion and education.Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions, the gravity of true independence in advising, and how embedding core values into a company's framework resonates deeply with clients and employees alike.
Imagine a financial planning industry that thrives on mentorship, knowledge-sharing, and a philanthropic heartbeat. That's the vibrant tapestry we explore in this episode, highlighting the mentorship of industry mavens like Alan Smith, the camaraderie within Next Gen communities, and the altruistic pulse of the Outlaw Foundation. Our conversation traverses the landscape of how these rich interactions and our B Corp journey attract kindred spirits looking to use their financial acumen for the greater good.
In a world where technology's tide is relentless, we confront the challenges and the imperatives of digital integration within financial services. Listen as we discuss bridging the technological rift to enhance client relationships, creating bespoke digital portals, and selecting growth strategies that elevate service quality. We're also sharing a glimpse into our own aspirations and the collective mission to steer financial planning into a force for good, because, at the end of the day, it's all about crafting a legacy that outshines the bottom line.Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today!
Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success.
From his transition out of corporate finance into the heart of impacting lives through financial planning, Matt shares the profound satisfaction he derives from his role.
Our conversation traverses the crucial pathways of talent attraction, retention, and the creation of career development plans—core components that Matt believes are essential to cultivating a dedicated workforce and a thriving business environment.
As we navigate the complexities of building a financial planning business, Matt offers a candid look at the dual hats he wears—an adviser and a managing director. He illuminates how incorporating specialised financial planners and paraplanners enriches the client service experience, resembling a mini family office.
Matt’s anecdotes about client acquisition, leveraging referrals, and practice buyouts reveal a tapestry of strategies needed for a sustainable financial firm. The dialogue also touches upon the balancing act of cash flow management and the profound impact of investing in employee growth, drawing from a corporate-style banding system that fosters clear career progression.
Looking toward the horizon, Matt delves into the future of financial planners, emphasising the shift from a sales-centric industry to a respected profession. He shares his passion for aligning personal values with professional goals and cultivating the next generation of advisers, equipped with a structured career development framework. This episode is not just an exploration of leadership within a financial planning firm but also an inspiring testament to the power of vision, values, and dedication to personal and client fulfilment in the financial industry.
Join us for this wealth of knowledge, whether you’re an emerging financial planner or an industry veteran seeking to deepen your understanding of business growth and leadership dynamics.
Links
Join St James's Place
Follow Matt FowlerBegin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Talent Attraction Partnership Special - Foster Denovo are Hiring - click here for jobs
On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube.
Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession, as we sit down with Roger Brosch, the visionary CEO steering this dynamic business.
Ever wondered what it takes to align a company's culture with the personal values of its team? This candid episode offers a deep dive into how Roger has shaped a management team that not only excels in performance but resonates with the core principles of the business, setting a benchmark for successful leadership in the highly competitive financial planning sector.
Embark on a journey through the strategic mind of a CEO as Roger Brosch discusses the intricacies of nurturing high-performance teams and the significant role of cultural fit amidst acquisitions and talent attraction.
The financial planning landscape is ever-changing, and staying ahead requires a growth mindset that embraces transformation and champions resilience. Gain invaluable insights into how Foster Denovos recent growth spurt is part of a broader industry consolidation, offering a beacon of wisdom for smaller firms navigating operational connectivity, a client centric proposition and succession planning.
Lastly, get ready to explore the transformative role of financial planning careers in the modern workforce and how companies like Foster Denovo are revolutionising financial wellness and employee satisfaction.
This episode doesn't just stop at career advice; it goes on to address the evolution of pension products, the changing face of retirement, and how empathetic relationship-building remains the cornerstone of professional success.
Join us for a thought-provoking conversation with Roger Brosch, a blueprint for building a people-centered business, and Foster Denovos impressive growth trajectory.
Links
Join Foster Denovo - check out their careers page here.
Follow Roger Brosch hereBegin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni .
We dissect how AI is not just revolutionising finance but becoming an indispensable co-pilot for advisers, enhancing their productivity and ensuring stringent compliance.
Craig's expertise shines as he walks us through the transformative effects on back and middle office functions, while Joseph gives us a glimpse into AI's potential to bridge the advice gap, allaying fears that technology might eclipse human jobs.
Venture further with us as we tackle the complexities of AI in finance, a realm where data is king and the construction of advanced language models like GPT-4 is akin to building digital empires.
The conversation turns technical yet remains accessible, exploring the critical importance of clean data and the challenges that smaller businesses face in this data-driven world. We confront the phenomenon of 'hallucinations' in AI, the need for domain-specific models in a tightly-regulated industry, and the significance of a robust data strategy that turns potential into power.
As we wrap up this thought-provoking episode, the focus shifts to the profound ethical and practical questions that come with integrating AI into established companies.
From retrofitting cutting-edge AI into legacy systems to grappling with who bears responsibility for AI's outcomes, we navigate the murky waters that modern companies must sail through.
And we don't stop there—our gaze stretches to the horizon, contemplating the ethics of neural implants and AI's role in the future of human communication.
Our gratitude goes out to our guests for their insightful contributions that have made this episode an expedition into the heart of where technology meets empathy and ethics.Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional talent.
Alan's candid narration of his rise provides a roadmap for those yearning to carve out their niche in the financial planning landscape, emphasising the critical role financial advisers play in steering clients' financial dreams to reality!
Explore the delicate balance of money and personal ambitions with us, as we discuss why understanding clients' life stories is at the heart of meaningful financial advice.
Alan and I dissect the importance of assembling diverse teams that blend technical prowess with empathetic client relations, reinforcing the value of a trusted adviser in navigating life's complex financial web.
We probe into the evolving nature of financial planning careers, challenging traditional hierarchies, and illuminating the benefits of role specialisation in fostering both team satisfaction and exceptional client service.
Step into the future with us as Alan shares his firm's bold strides in embracing AI to revolutionise business efficiency, freeing human creativity to enhance client relationships.
We wrap up the episode by pondering the art of building a niche personal brand and the nuanced art of monetising influence through financial education.
for those that don't know, Alan is also the host of Bullet Proof Entrepreneur Podcast!
The episode crescendos with a look at the strategic wins technology can offer businesses keen on innovation, ensuring a smooth transition into an AI-augmented era.
Join us for this engaging episode, brimming with insights for both experienced financial planners and enthusiastic entrepreneurs alike!Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning.
In a conversation that navigates through the valleys of grief to the peaks of professional growth, Guy’s narrative is more than just an account; it's a beacon for anyone looking to understand the profound impact financial foresight can have on a family's well-being.
In the heart of our discussion, Guy opens up about the art of forging genuine bonds in the professional realm. Tearing down the walls of transactional interactions, he reveals how sharing vulnerabilities and focusing on immediate problem-solving can lead to meaningful advocacy and trust.
We also delve into the practice of asking clients reflective questions, guiding them to align their financial plans with their life ambitions. It's an approach that reinforces the concept of financial well-being and underscores the ongoing personal development crucial for Financial Planners.
As our episode unfolds, Guy imparts his strategies for staying level-headed amidst the whirlwind of business ownership. Embracing the Pareto principle, he underlines the significance of identifying key efforts that yield the greatest outcomes, achieving success and equilibrium.
Authenticity, simplicity, and clear communication emerge as the cornerstones of thriving under pressure. Whether you're navigating the high stakes of the financial industry or seeking to apply life lessons from those who do, this episode with Guy Skinner is set to inspire and enlighten.
Be sure to check out Guy Skinner's charity of choice - Stand By Me Be - Bereavement SupportBegin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Today on the Financial Planner Life podcast we are at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management
Oran is a relatively new Financial Adviser and Wealth manager based in Londonderry, Northern Ireland.Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online presence to gain over 16,000 followers on Instagram alone, and how he’s made this his number one source of income.
It’s so refreshing to meet another forward-thinking financial adviser who makes it an aim to keep up with digital technology in both his marketing strategy and his client acquisition. Orann is extremely open and honest about his thought processes, challenges, and strategies.
We also talk about Orann’s experience with St James’s Place and the support he has received and continues to receive from them for his continued career development.
Make sure you give him a follow on Instagram @oranncoylefinancialadviser and check out his fantastic content. If you are interested in joining the St James’s place academy - click here
I know you’ll enjoy this one!
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far.
Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path he has chosen.
This is a fantastic episode for anyone who is looking to get into the profession, but also great for those who have ever felt like fear has stopped them from taking a career leap at any time in their lives. Marcus is a meticulous planner and a creature of habit, so he gives us some tried and tested tips which have helped him in his career thus far.
Marcus also talks us through his thoughts around going to university. He is a brilliant example of someone who is driven, successful and career-minded who chose not to go down the university route.
Find out why in this week’s hugely enlightening episode.
Time Stamps
00:00:00 | Intro
00:01:18 | Marcus career journey
00:06:03 | Why financial services
00:08:44 | Advice for starting out/getting into the financial profession
00:12:25 | Moving country
00:16:50 | Handling age as hurdle
00:21:46 | Not going to university is an advantage
00:25:43 | Pushing outside the comfort zone
00:33:09 | The importance of routine
00:36:02 | Progressive mindset
00:40:47 | Creating change you want to see
00:43:19 | Accessibility to financial planning
00:47:15 | 5 year goal
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Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/
Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.
Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712.
#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more.
Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client care really is something to behold! She talks us through how she is able to make her clients feel comfortable being vulnerable – a hugely powerful skill to have as a financial adviser. To be able to get your clients to open up and be honest about their finances and their future goals is the starting point of real progression!
Sam and Bobby also speak about manifestation and visualisation and how we should be mindful of the people we surround ourselves with. It can make a huge difference when it comes to your own limiting beliefs when the right people are on your side. All this, and so much more on this new episode – we hope you enjoy.
Time Stamps
00:00:00 | Intro
00:01:34 | Why join the financial planning profession
00:07:49 | Don't fear challenging clients
00:16:02 | Being comfortable with being vulnerable
00:19:40 | Visualisation
00:26:55 | Behavioural science
00:36:49 | Pursuit of happiness
00:42:40 | The importance or culture and values
00:58:02 | What makes a great manager
01:00:22 | Social media
01:09:34 | Bobby's adviceBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/
Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.
Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712.
#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Welcome to the first episode of 2024! And what a fantastic episode to get us going!
Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode.
We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IFA business, Libertas Financial Management, along with his two business partners. Now in the third year of Calum’s journey with Libertas, we learn about his thought process behind the decision making, how he planned for a thriving business and how he generates meaningful leads.
From his early days as a sports enthusiast and recipient of a Sports Studies and Marketing scholarship at the University of Sterling to now being the owner of his own company, Calum stands as a shining example of a dedicated and passionate financial planning entrepreneur.
Hope you enjoy.
00:00:00 | Intro
00:01:48 | Callum’s career journey
00:08:36 | The first role you should take in Financial Planning
00:10:41 | The transferable value of sales skills
00:14:02 | Restricted vs IFA
00:17:07 | Year 1 going self employed
00:22:18 | Where to start when going self employed
00:26:16 | Deciding remuneration
00:32:38 | Client acquisition
00:36:33 | The easy approach to financial advice
00:41:54 | Vital questions for vital answers
00:48:15 | Converting first meetings into paying clients
00:52:30 | Fintech
00:59:19 | How to find best practices for your business
01:03:59 | Why build a financial advice business?Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode.
These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critical point in her life and so much more.
Julie is an open book, she delves into her own, personal experiences as a woman within a male-dominated profession, as well as her passion for delivering financial education. Her passion truly comes alive in this episode. It will leave you motivated and eager to step outside of your own comfort zone.
A brilliant episode for anyone who is looking to begin their journey into the financial planning profession, likewise, for those seasoned professionals looking for inspiration for their next step.
This is our final episode of 2023! So a very Merry Christmas / Happy Holidays to all our listeners. We know you’ll enjoy this one!
Time Stamps
00:00:00 | Intro
00:02:09 | Julie's career journey
00:04:37 | Employed to self employed
00:07:07 | The niche
00:11:47 | Barriers and hurdles
00:17:17 | How financial planning has changed
00:19:24 | Experiences of women in financial planning
00:22:20 | Inclusion, diversity and unconscious bias
00:28:01 | Financial education
00:29:39 | Podcasting
00:33:40 | Coaching qualifications
00:38:31 | Transparency of fees
00:45:10 | Tips for the next generation of financial planners
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group!
Sam’s experience in Financial Planning puts him a cut above the rest when it comes to navigating a career as a Paraplanner. After taking on the role himself, Sam moved into managing a team of successful Paraplanners, and has seen some of his colleagues make serious waves in the world of Paraplanning as a career choice since then.
We establish the value of strong back-office support when it comes to running a successful business, highlighting areas which are often overlooked by those focusing solely on their front line, Financial Advisers.
Sam now trains, upskills and academically supports Paraplanners looking to excel their career in Financial Planning, meaning he knows he’s in a position to give some highly valuable guidance to those in this niche, yet increasingly recognised role.
If you’re a business owner, wondering what you can do to supercharge your back-office, or a Paraplanner, looking to be the best version of yourself in your career, this is the episode for you!
Time Stamps
00:00:00 | Intro
00:05:28 | Quick fix to improve your business
00:10:08 | Progressing Paraplanners
00:17:59 | The Paraplanner Club
00:28:24 | Step outside the business to improve the business
00:34:44 | Influence a pay rise
00:48:42 | Rockstars and Superstars
00:58:51 | How to become a better manager
01:07:38 | Mental health
01:23:34 | Outro
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/
Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.
Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712.
#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcastBegin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strategic approach to building introducer relationships.
This duo of Adviser/Directors are hell-bent on building up the Evergreen brand to become the go to firm for anyone looking for Financial Advice, whether that’s tomorrow, or ten years from now. They understand that although not everyone is ready to pay service fees and invest assets, education around Financial Planning for those who need it at a lower level, proves infinitely valuable for the clients of the future.
The Evergreen boys have built a business model that inspires collaboration, delegation and honesty, whilst also striving for solution based financial planning for clients, all starting with the question “What can WE do for YOU?”, an open question that gives clients a chance to speak freely and highlight their goals and concerns when it comes to managing wealth.
We get the feeling we’ll be seeing a lot more of Evergreen in the future, so watch this space.
Time Stamps
00:00:00 | Intro
00:01:18 | How are you feeling out of 10?
00:03:45 | What's exciting in financial planning now
00:05:38 | The next generation of clients
00:14:01 | Solutions to the advice gap
00:16:35 | How Evergreen Financial Planning started
00:20:18 | Partnering from across the country
00:24:20 | High performing strategy to attract clients
00:28:23 | Building trust
00:35:55 | Key processes
00:43:51 | The value of marketing
00:49:05 | Working with professional introducers
00:56:51 | Quick qualifying questions
00:58:36 | The outreach process
01:01:32 | Elevator pitch
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd.
Ben started his career straight out of education, as an apprentice client services administrator within a Financial Planning firm, moving into paraplanning after 2 years, before pursuing his qualifications and becoming a Financial Adviser.
Ben undertook an apprenticeship in Financial Planning at a time where entering the profession was in no way a well-lit path, so Ben is in a position to offer some really valuable insight into how to effectively start your career in Financial Planning.
We talk about the way in which the industry is changing for the better when it comes to early careers, and how starting to allow more accessible and inclusive options for getting into Financial Planning is the right way to inspire an influx of new talent.
After his time as an employed Financial Planner, Ben made the decision to become Self-Employed, which in itself presents a new set of challenges. Ben talks us through the journey, what to consider if you’re looking at your options for Self-Employed and how to take a calculated approach to this transition.
Time Stamps
00:02:21 | Ben's first years in Financial Planning
00:04:33 | What you need to enter as an Administrator
00:08:18 | Apprenticeship
00:10:40 | Exams and qualifications as an Administrator
00:13:40 | Speed of progression
00:16:01 | Nurturing employee's
00:17:44 | Employed to self-employed journey
00:21:07 | Client acquisition
00:23:00 | Building client connections
00:29:29 | Why going self-employed isn't scary
00:39:31 | How Ben makes money self-employed
00:42:36 | Is going self employed as a new academy graduate a bad idea?
00:52:42 | Quick wins for income as an Adviser
00:56:04 | How Ben caters to lower income clients
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Bonus Episode
In this short episode, we empower you with a rinse-and-repeat strategy for marketing yourself out to financial planning firms to secure interviews and at the very least a solid network to lean into as you gain more qualifications and experience, this is perfect for those studying without experience, and looking to get their foot in the door or on their radar!
are you looking to start your qualifications and gain valuable soft and practical skills?
you need to sign up to the financial planner life academy
Drop me a follow on LinkedIn for more content.Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
This week we are giving away some absolute GOLD on the Financial Planner Life Podcast as we speak with Paola Forsberg, Founder and CEO of Paola Forsberg Consulting Ltd, specialists in lead generation for the Financial Planning profession.
Paola is a seasoned professional in the world of lead generation, especially around utilising LinkedIn to generate new business and establishing yourself as a key person of influence in a particular field.
In this episode we go into great detail on how to soup up your LinkedIn engagement strategy, whether you’re growing a network, searching for new clients, getting to know your target audience and developing relationships with relevant individuals.
We discuss various techniques for growth, and the different methods for doing this including automation, direct messaging, following up and engaging effectively without wasting time!
Paola is a firm believer in working smarter, not harder when it comes to utilising LinkedIn effectively, we learned loads from this episode, and you will too!
Time Stamps
00:00:00 | Intro
00:01:19 | Failed lead generation horror stories
00:04:34 | Paola's financial services experience
00:07:13 | Where to start on LinkedIn
00:13:59 | How to connect on LinkedIn
00:22:55 | Automation & idea generation
00:28:12 | Hashtags
00:31:23 | Effective ways to engage and build connections
00:38:23 | Outreach campaign tips
00:53:00 | Sales & marketing
01:05:37 | Target audience
01:10:30 | Investing in campaign tools
01:13:09 | Automated programmes
01:15:03 | B2B or B2C - Which one first?
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. -
Administration, often seen as a great starting point for those beginning their career in Financial Planning, but due to being stigmatised as a career stepping stone, finding an experienced, highly capable admin is gold for Financial Planning firms aiming for success.
In steps this week’s guest, Maria Mushtaq, Award Winning IFA Administrator at Holden & Partners, Chartered, B Corp Financial Planning firm! Maria is a shining example of the value added by this often-overlooked area of the profession, as having a trusted back-office team to lean on is crucial for the success of any Financial Planning business.
Maria built strong foundations in Law before moving to Financial Services, a transition we’ve regularly come across in our conversations, and hasn’t looked back since. She describes some of the key highlights of working in this industry, as well as some of the challenges involved in this highly varied and challenging role.
As an administrator, Maria is involved in the entirety of the client journey, we discuss the incredible breadth of her knowledge required to carry out this role effectively, and the importance of Admins maintaining regular contact with clients.
As well as being a great foundation for moving into any role within Financial Planning, strong IFA Administrators put themselves into a position of having a range of career prospects. Maria talks us through the wide variety of options available to those in an administration position, including team management, compliance, investment management and more, as well as when to consider the move.
If you’re an administrator looking for ways to exceed expectations and add maximum value to the Financial Planning process, check out this episode and take a leaf out of Maria’s book!
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Check out the 2023 Financial planning Salary Guide here.
Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development. - Näytä enemmän
