Financial Planner Life Podcast cover image

Dave Robinson on why It's the 'Chartered IFA Way or The Highway'

Financial Planner Life Podcast

CHAPTER

Specializing and Finding Purpose in Financial Planning

Emphasizing the importance of having a niche in financial planning, the chapter shares personal journeys of finding passion and purpose in specialized areas such as supporting those affected by clinical negligence. It discusses motivations beyond money in the profession, advocating for independent and ethical practices over traditional product distribution. The chapter also explores the challenges faced by firms in training new financial planners and proposes innovative funding models for education and certification.

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