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
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