What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter
Financial Planner Life Podcast
Introduction
Natasha Percy Baxter shares her journey from being a listener to a successful financial planner, discussing networking, client meetings, and online presence in the finance industry, while the host acknowledges her growth and achievements.
Episode Overview:
- 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 the future hold for Natasha? Listen in as she outlines her plans for continuing her impactful journey in financial planning.
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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
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