Achieving your career goals in financial planning
Financial Planner Life Podcast
Introduction
Exploring the link between vision boards and financial planning in achieving career goals, emphasizing manifestation techniques, social media impact, and personal anecdotes in the financial advice industry.
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 advice
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 sam@financialplannerlife.com 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
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
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