Cultivating an Attitude of Gratitude when Building an IFA Practice

Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Chartered Financial Planner and Director of Gratitude Financial Planning! 

Freddie knows a thing or two about carving a career in Financial Planning, he’s done it! In fact, Freddie came straight out of Uni and into a graduate scheme in a large national firm, and shares his journey, experience transitioning into different roles, as well as giving tips on specific skills that can benefit you career growth.  

Not always an avid book worm, Freddie rediscovered his passion for reading part way through his career and breaks down some of the books he’s found the most value in over recent years, cementing the importance of not overlooking the power of the written word as a skills builder.  

Freddie has worked in multiple firms, with varying structures and processes, and outlines the pros and cons of some of these, what works well for him and why specific propositions are well suited to certain individuals. 

We ask the critical questions: When is the right time to set up your own business? Why Freddie has a client niche in the area he does? How is Freddie utilising social media as a means of lead generation? 

This episode is ideal for anyone considering setting up their own business, or those navigating a career journey with the long-term prospect of going self-employed or setting up as a solo outfit!

00:00:00 | Intro

00:02:44 | Freddie's career journey

00:04:31 | Getting a graduate role

00:06:39 | Books to read

00:09:52 | Experience and skills

00:12:47 | Freddie's career cont.

00:14:36 | Protection, Restricted & IFA

00:22:53 | Career Framework & Routes through the profession

00:30:02 | Going self employed

00:38:16 | Gratitude Financial Planning

00:40:39 | Social Media

00:44:31 | Partnering with others

00:47:44 | Mental, physical and financial wellbeing

00:55:53 | Consistency

00:57:28 | Idea generation

01:00:26 | Content creation

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