Financial Planner Life Podcast Becoming a Self-Employed Financial Planner, with James Wallis. JUST DO IT!
This week is a special episode of the Financial Planner Life Podcast because our new co-host Elena is taking the reins for the first time. Joining her this week is James Wallis, owner of Aristotle Financial Planning.
James starting his own business during a COVID-19 lockdown and today he shares his journey from an employed financial planner to business owner. James gives some great advice to anyone who is thinking about going independent, we talk about how COVID has influenced his business journey, hiring that all important first employee and the benefit of using a recruitment consultant. Join us for a pandemic-positive story!
We cover:
- James’s transition from employed to self-employed
- The importance of clarifying your business vision
- James’s number 1 piece of advice to aspiring entrepreneurs, JUST DO IT!
- The importance of establishing who your ideal client is
- Why it’s okay to seek advice/mentorship
- Hiring staff. We can’t do everything on our own.
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! 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/
2021financial planner salary 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!
Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.
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
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.