Career Tips From Successful Financial Planners Part 1 - Golf Day

🎥 Financial Planner Life Golf Day | Game 1: Vikash Kanani vs Paul Taylor
Real Golf. Real Financial Planners, Real Finanical Planning Career advice.

Watch this episode on YouTube or Spotify - here

Welcome to the first ever Financial Planner Life Golf Day, where the fairway becomes a forum for honest, unfiltered career advice in financial planning.

🏌️‍♂️ The Match:
It’s Vikash Kanani (MD, Chatsworth Wealth) vs Paul “The Power” Taylor (Chartered Planner & Coach) in a competitive 9-hole matchplay at Mappley Golf Course, Nottingham.

🎒 Caddies:
• Paul Bradley (Founder, Chiltern Hills FP)
• Jay Dhaliwal (Chartered Planner & Young Achiever of the Year 2023)

🎤 Featuring appearances and insights from:
• Mike Yuille (financial planner and straight-talking realist)
• Carla Brown (President of the PFS & Director at Oakmere Wealth)
• Guy Skinner (Founder, Citygate – the “4-week career starter”!)
• Your host, Sam Oakes, bringing the banter and asking the real questions

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✅ Topics we cover on the course:

• Starting your career in financial planning with zero clients
• The truth about referrals (and how to ask for them properly)
• Niche marketing, cashflow struggles, and what no one tells you about year one
• How AI is reshaping advice and speeding up training
• Imposter syndrome and gaining confidence as a new planner
• Managing time, energy, and avoiding “playing office”
• The power of mentorship, and the case for being a human first planner

🔑 Quote of the Day:
“AI lets you be more human. And that’s where the real value in advice lives.” – Vikash Kanani

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🏆 But who won the match?
Let’s just say it came down to the final green. One clutch putt. One celebration. And one loser with their head in their hands.

You’ll have to watch to find out.

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