Financial Planner Life Podcast Impact and Ethical investment focused Financial Planning career with David Macdonald of The Path
“I set this business up to revolutionise savings and to give power to people who care about making a difference, not just for themselves and their loved ones but for the community as well”.
This week’s guest on the financial planner life podcast is David Macdonald, founder of The Path an ethical and positive impact-focused financial planning firm.
I 💚 David’s story, a chance viewing of the powerful documentary Cowspiracy completely changed his career path, he sold his practice and decided to be 100% committed to positive impact financial planning, and when you look over some of the stats you can understand why.
In a single year, £100,000 invested in an ethical pension could achieve 68 vital medical interventions, 5 households supplied with renewable energy, 94 hours of education, 26 tonnes of CO2 emissions avoided, the equivalent to taking 6 cars off the road!
The recent Nordea study also mentions that a lifetime pension savings in positive impact funds have 27x more impact than all other carbon-saving activities in your life combined.
We discuss:
· The 50 shades of greenwashing
· how positive impact financial planning builds deeper more meaningful client relationships.
· Positive Impact Vs Ethical
· Debunking myths around performance and returns.
I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)
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/
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/
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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.