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
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Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? drop Sam a message.
