Listen Now

This week we have a very special feature on the Financial Planner Life podcast, as we’re looking back at some of the best clips around marketing, brand development and content creation.    We draw on the wisdom of previous guests Pete Matthew, Nicola McKenzie, Sam Tate, Matt Cross & Michelle Wilson-Stimson, in this compilation of top-tips, interesting perspectives and advice for those building a brand and business in Financial Planning.   Understanding how to market yourself is imperative for any Financial Planning professional trying to expand their network and build their business. We hope you learn as much as we did from these amazing guests! 00:00:00 | Intro 00:00:31 | Pete Matthew 00:03:29 | Nicola McKenzie 00:06:39 | Sam Tate 00:08:16 | Matt Cross 00:12:59 | Michelle Wilson Stimpson 00:16:07 | 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

This week we have something a little different for you here at Financial Planner Life, demonstrating the power of developing a strong industry network! As you may know, we are powered by Financial Services Recruitment Specialists Recruit UK, experts in talent resourcing within the Financial Planning Profession. Recruitment often gets a bad rap, but in reality, it genuinely changes people’s lives.    Take Richard for example: Richard was in a tough place. Self-employed and building/running his own firm was no longer enjoyable.   He had built AUM, had no problem winning clients, loved the business development aspects of his work, but by his own admission made some bad hiring decisions, didn’t enjoy the day-to-day runnings, and felt under pressure to grow the business. It was costing him £££s and causing him stress.    Richard wanted out of self-employment, but under his terms…. He wanted to:  Work employed for an IFA Sell his client bank to that IFA Continue servicing those clients and focusing on new business. Surround himself with experts who could support his professional growth and allow him to focus on what he’s good at.  Maintain his flexible working set-up, as a new baby was on the way.    Everything Richard wanted, Recruit UK delivered on! Richard was marketed to Recruit UK and Financial Planner Life’s trusted clients, remaining clear on Richard’s objectives throughout.  We then screened and selected 4 suitable options from over 30 requests for interview and managed the process from start to finish.    Thank you, Richard, for trusting us and the team at Recruit UK, we are truly grateful that we got the chance to improve your personal and professional Financial Planning career journey.   If you’re a Financial Planning Professional looking to take the next steps in your career, reach out to Recruit UK and speak with your regionalised consultant here: https://recruitukltd.co.uk/job-consultation/  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.    Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Gu 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

 Another fresh episode of The Financial Planner Life Podcast for your eyes and ears and this week’s guest is Pete Matthews Chartered Financial Planner, co-owner and CEO of Jacksons Wealth and founder of the Meaningful Money YouTube channel, which provides financial coaching on money management, investing and saving strategies.   Pete shares his career journey with us from making a complete U-turn from his previous career in Hospitality Management, to relocating and joining a local firm, through to acquiring clients from retiring advisers.     Pete is also an originator in the world of Financial Planning content creation, starting and running his YouTube and podcast ‘meaningful Money’ channel since 2010, and still going strong today with over 4.5 million downloads! He offers some serious wisdom when it comes to content creation, including but not limited to:   -       What goes into making enticing content for your audience? -       Building a business with purpose -       Selecting topics of discussion to boost engagement. -       Balancing content creation and your day-to-day workload -       The importance of consistency and continued engagement 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Yet another insightful episode of the Financial Planner Life Podcast and this time around we have Stuart Jackson, Founder and Financial Adviser at Cheetham Jackson, a longstanding Financial Planning firm with a unique outlook on what success means with regard to client outcomes.   Stuart outlines why within his business, having billions of assets under management and high net worth corporate clients ranks below developing stronger connections with and giving back to the local communities within which a business operates.   We also dive into Stuart’s thoughts on historically, what's been going wrong with the Financial Planning business model and how the clients that should be the most important to a local business, are often overlooked.    This is a prime example of an organisation that is truly committed to going against the grain and providing the best outcome for those individuals who don’t fit within the typical client profile for Financial Planning!  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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

This week, we’re joined by Nicola McKenzie, Founder of Dunham McCarthy a group of companies that offer legal, mortgage, and protection advice.  Nicola takes us on a journey from when she first started her business as a twenty-something to now, a successful and thriving businesswoman. We explore her passion for media and content creation, employee development, and why money is no longer the driving force behind her success and career development.  It is clear that Sam and Nicola share a lot of common values. This conversation demonstrates how success is a product of hard work, failure and allowing yourself to be in a place of vulnerability. An extremely impactful episode which we know people will enjoy.In this episode we cover some of the fundamental aspects of building a business and effective marketing, including: -       Taking the leap of starting a business -       How your values and goals change as your business grows -       The importance of developing a personal brand as a professional -       Overcoming fear of failure in order to succeed -       Different approaches you can take to marketing – outsourced and organic -       Marketing tips to maximize your chances of being seen and being heard -       Nicola shares her new software which will help revolutionise will writing  This episode is full of valuable insight for any professionals trying to build a successful brand image and grow a business, from those starting their careers and making strong first impressions, all the way up to company owners taking their businesses to the next level. We hope you enjoy the episode!00:00:00 | Intro 00:01:58 | What do you do? 00:03:05 | The benefit of a team with diverse skillsets 00:04:02 | STEP qualified 00:04:44 | Before self-employment 00:08:31 | What was the catalyst that made you go self-employed? 00:10:11 | Unhealthy relationships 00:13:44 | Different types of goals when running a business 00:17:41 | How Nicola shifted her purpose 00:23:33 | The realities of running a business 00:29:22 | The exciting bits of running a business 00:34:57 | How to be a successful mortgage adviser 00:41:20 | Marketing & Social Media 00:42:46 | How to get started on social media 00:48:42 | Personal & Business Growth 01:04:14 | 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Today’s guest on the Financial Planner Life Podcast is 2Plan’s Ian Dempsey, an experienced Financial Adviser with a keen interest in personal development and branding in the world of Financial Planning. We talk about his career journey, difficult decisions he faced at crucial stages in his career as an Adviser, and how he invested in his personal development and brand image in order to excel his business.    We cover a variety of topics including: ·      Transitioning from restricted to independent ·      The purpose of a CPD (Continued Personal Development) ·      The benefits of building a strong LinkedIn presence ·      Becoming an AR   Ian does a great job of exploring how his ability to self-reflect and utilise the support of professionals in areas outside of Financial Services has helped him build a successful brand and prospect new business! We hope you enjoy this great episode with a tonne of valuable insight!00:00:00 | Intro 00:01:04 | Ian's career journey 00:02:27 | How Ian managed to make his role into a passion 00:06:01 | Was it a big change going from restricted to independent? 00:11:48 | What is CPD 00:13:26 | Ian's personal development journey 00:17:17 | Choosing personal development over qualifications 00:20:13 | Where to start with personal development 00:23:31 | What made Ian start viewing LinkedIn more seriously 00:26:48 | Social media strategies on LinkedIn 00:31:09 | Why video is better than text 00:36:54 | The journey to AR 00:39:34 | Ian's nuggets of wisdom 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

On this week’s episode we have Alice Lording, Partner and Head of Wealth operations at Saltus, presented by Elena Stephenson. Alice is an award nominated manager in the Financial Planning World and has an abundance of insight into how to effectively manage people, improve productivity and form better relationships with your team.   In this episode we discuss Alice’s career journey, why she aligned well with managing a team, as well as many of the aspects that go into becoming a strong manager including:  Putting yourself in the shoes of those in your team  Having difficult conversations with your staff  The importance of strong workplace relationships  Positive changes managers can make around inclusivity and diversity  Alice also covers a crucial point on how, as an employee, to approach your senior for a conversation around growth opportunities and personal development!  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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career journey to date, different options available for those seeking a career in Financial Advice and what’s in store for the next generation of Financial Planners!   We cover many subjects  ·       The variety of options available for starting a career in financial planning ·       Helen’s thoughts on independent vs restricted financial advice ·       Transitioning from Paraplanner to Financial Adviser ·       Educating the next generation on the importance of financial planning ·       Confidence building tips for those who aren’t naturally extroverted   Helen has a really positive outlook on the industry and the way the next generation thinks about their money. A breath of fresh air to what is often portrayed in the media, this is a great episode for both prospective financial planning professionals and those with an established career in the industry.   Hope you enjoy it.  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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

We have Charlie back hosting this week episode talking with Jai Street from Mindful Wealth. Jai is a financial adviser who set up his own business on the foundations of his intrinsic values.    We talk to Jai about the process and why he set up Mindful Wealth. He gives advice on how a financial adviser can start a business built from the ground up on strong values.    Jai also goes in depth on the topic of mental health and opens up about having ADHD, the challenges he’s faced, but also the benefits he’s found from having it. We also talk about how having ADHD can affect personal finances, Jai gives fantastic advice on how to manage finances when you have ADHD.    Enjoy! 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Today's guest on the Financial Planner Life podcast is Sam Tate from New World Financial Group. We talk about their brand-new business, why they set up The New World Group, all about the fees, subscription models and giving free advice to those that don't fit the typical financial planning mould.    We cover many subjects ·      The importance of longevity ·      Does retirement need to be reframed? ·      Physical and metal wellness, and building good habits ·      How working with social media influencers can lead to great growth   We also dive into technology. Specifically, how The New World Financial Group have implemented it into their business and future growth plans, to improve the time it takes to deliver good quality financial advice to those that usually don't fit the typical advice model.     It's a fantastic episode about the future of financial planning.    Hope you enjoy it. 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth. Seb spent the early part of his career working hard to understand what it truly takes to be a Financial Planner. He moved around different companies, from national to IFA, but he never found one that truly matched his values and views on how the profession should be – taking people and planet into consideration. So, he took the leap and 5 years later he is running his own successful, B-Corp financial planning firm! Operating with purpose and turning his business into a force for good. We talk about •What it takes to become a B-Corp financial planning firm •Sustainable financial planning •How to match your ethics with your career•The future of financial planningKeep listening to the end because Seb gives advice he wished he had before starting out in financial planning. This is a fantastic episode for anyone that wants a career based on great values and ethics. Enjoy! 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

This week's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out in administration to now running her own financial planning practice. She's also done a Masters in Wealth Management and she answers the question on whether it’s worth it or not.    We dive deep into her business. Discussing how she used to neglect marketing but now she's a firm believer that marketing helps her generate new clients.    We talk about diversity within the financial planning profession, but also diversity when it comes to clients. We talk about the LGBTQ+ community and do transgender gender need different services when it comes to financial planning. Nicola opens up and shares some very personal experiences that are a fantastic eye opener to the struggles people in the trans community face.  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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Our guest this week chatting with Sam is Michelle Wilson-Stimson from eParaplan Connect. Michelle started out her career working as a door knocker for an American financial advice business, eventually moved into a paraplanning and administrative role and now she runs her own outsource paraplanning business!   Michelle breaks down what she thinks is the correct structure for a career framework in paraplanning. And rest assured there are more positions than you think. It's a real eye opener.    We also speak about how wellbeing is intertwined into her career framework to ensure that those that go on that career journey aren't put off by the fact that they haven't passed any qualifications or if their strength lies in research and building relationships. She covers absolutely everything.   It’s a fantastic episode and you’re going to really enjoy this one. 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Today we talk with Financial Planner Matt Cross. Matt has been in the profession for over 8 years and started his journey at St James’s Place head office. He then moved on to join a partner practice on a self-employed basis before eventually taking the leap and setting up his own partner practice.    Matt is a young Financial Adviser, and it was fantastic to get his view on the profession. We talk about his first few years as an adviser and he is very honest about his struggles, especially about client acquisition and how tough he found it. We chat about the different types of clients he’s had, how he builds long lasting relationships, the clients he loves to work with and the ones who are not the best fit for his business!   Also, keep listening to the end because Sam gives an amazing tip!    We hope you enjoy this episode today. 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

This week we talk to self-employed financial adviser, Louise Fitzgerald. Louise started her journey as an administrator, worked her way up through trainee adviser role and to employed financial adviser before leaping into a self-employed adviser role. All within the same firm!    Louise gives us a very honest look into her career. Explaining why she took the path she chose and what that journey looked like for her. We talk about the highs, the lows and all the lessons learned.    There is some amazing advice within this episode. Especially for trainee’s and anyone fresh out of school or university looking for a career. You’ll learn    ·      What you should be doing to give you an advantage ·      How you can impress somebody ·      Interview techniques ·      Social media presence and much, much more     We hope you enjoy it! 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

*Trigger warning of discussions on suicide*   Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wilson about mental health and menopause in the professional environment. You lovely listeners know that here at Financial Planner Life we are not afraid of taboo subjects or having conversations about traditionally “uncomfortable” subjects. And this episode is testament to that.    Gillian Wilson is a remote working Paraplanner who first entered the world of financial services in 1990. She undertook a variety of roles before taking a break to study and pursue a passion for performing arts.    Gillian is a big advocate on the importance of ensuring good mental health in the workplace and a sustainable manner of working. Be that remotely or in office. She shares with us the difficulties the impact of a suicide can have. She also gives us tips on how to maintain a good level of mental health and how to “re-zen” during stressful periods.    This is an emotional rollercoaster episode.  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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner  Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work for anybody else. We talk about how she set up her Financial Planning firm with her husband and why she went  down the route of becoming directly authorised rather than the network route. She shares deeply about this journey, the sleepless nights, the high moments, the costs, the sacrifices, the time it takes and loads more.   This episode is a raw and incredibly honest look  at what it takes to set up a directly authorised firm.  Absolutely. Fantastic conversation with Alexandra today. We hope you enjoy this episode. 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a networking community for those that work within the financial planning profession and the wider financial services. Whether or not you're an administrator, paraplanner, financial adviser, work in investments, or marketing, Octo Members creates a community where you can go and debate and to talk about and to learn more about the profession that you are in.   In this episode we go into detail about why Lee set up Octo Members and his career journey in the financial planning profession. With over 18 successful years of experience in the profession you can be sure that Lee has some very helpful tips around his passion for networking.    We also discuss ·      The power of networking ·      How online personas can impact business ·      The advantages the newer generation of Financial Advisers have now And much more.   We hope you enjoy the episode 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Elena is joined today by Hayley Rabbets, head of Verve Services at The Verve Group, and in this episode we are BREAKING the taboos.    Like many others, Hayley fell into the Financial Planning profession and undertook a variety of roles from administration to Paraplanning to operations before eventually landing at The Verve Group. You’ll find out though that Hayley isn’t just like everyone else. In fact, she actively breaks the mould and demolishes the stereotypes of a Financial Planning professional. She leads by example, sporting bright hair and visible tattoos (an appearance previously thought to be unprofessional), whilst confronting the awkward feeling, inside many of us, of having conversations about personal finance.    ·      Making difficult conversations about money easier ·      Education on personal finance ·      Being the change you want to see ·      How appearances don’t affect your ability to perform your job   This episode is FANTASTIC! The profession needs more people like Hayley to help erase the taboos and create healthier people and healthier work environments. 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Financial Planner Life – Career Accelerator Program Episode 4 – Job offer management in the financial planning profession.   In the final episode of the Financial Planner Life career accelerator program, we discuss the job offer stage. The emotions attached to receiving a job offer can be overwhelming so, we share the things that you need to consider before you accept, to ensure you are making the right decision.    ·      The pros and cons of counter offers and how best to manage them.    ·      Reference checking within financial services, what to expect and when you should divulge information that could potentially take an offer off the table.     ·      The importance of looking over employment contracts, and why a second opinion is vital.     ·      Restricted covenants, what to consider.    ·      Offer horror stories, and how to avoid being the star of your own offer horror show.    ·      Lean into your recruiter at this stage for the best offer experience and to secure the best salary package possible.    ·      The letter of resignation, what you should and shouldn’t do! 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. Financial Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.