Financial Planner Life Podcast Building a start up financial planning company during lock down with Gregg Moss
The mood always changes when I talk to financial planners about what they would do if they ran their own business, it becomes a creative, inspiring, and exciting conversation and I love being part of the process.
It has never been a better time to start your own business within financial planning!
The advice gap, advancements in technology, outsourced solutions, and with the power of social and digital marketing helping you scale and stand out and rapidly establish yourself as an expert within your niche.
It is exactly what this week’s guest Gregg Moss has done, in this episode we talk about all things startup, and I loved it!
Greg decided to set up his business eleven.2 after 20 years of employment and he shares his experience so far and why he wished he did it sooner.
We discuss:
· Greggs experience around restricted covenants, some great advice to employed financial planners.
· Why financial planning is perfect for start-ups.
· Why you should not dismiss the “DIY brigade” and why he’s started advising the ‘FIRE’ community.
· The culture of his business and why coaching clients is part of the growth strategy.
· Mentoring the next generation of entrepreneurial planners.
I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)
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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.
Financial Planning Qualifications guide
https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/
Financial planning Salary Guide
https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/
if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.
if you hold level 4 qualification and looking for an entry role into financial planning please also reach out
you can also connect with sam Oakes on LinkedIn https://www.linkedin.com/in/financialadvicejobs/
Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.
Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? Drop Sam a message.