Financial Planner Life Podcast Makala Green on networking, advising the entertainment industry and being the first black chartered female financial planner in the UK.
My guest on Episode 5 of the financial planner life podcast this week is Makala Green. the principal of Green wealth Planning.
Makala Green dropped out of college at the age of 16 and started working for a building society as a cashier, she quickly rose through the ranks to become a Financial Planner at the age of 21!
Makala’s passion for studying and self-improvement helped her become the first black female Chartered Financial Planner in the UK and most recently a board-level member for the association of black financial professionals, the primary voice of black financial professionals in England and Wales.
On this episode of the podcast we discuss:
• Her career journey from a cashier in a building society to running her own business
• How networking is vital to building a business in year 1
• The power of LinkedIn to build introducer relationships.
• How she combines her passion for entertainment with financial planning, ensuring her presentations are remembered!
• Her first year as a business owner and building a client bank from scratch.
• The benefits of outsourcing parts of her process so she can focus on what she loves, financial planning, and her family.
• Why she loves working with sports personalities and entertainers and why they need a trustworthy financial planner in their corner.
If you would like to be a guest on the financial planner life podcast reach out via sam@financialplannerlife.com
please let me know what you thought of this episode in the comments sections and if you would like to discuss your career within financial planning reach out to sam Oakes or visit recruit UK for jobs within the financial planning industry.
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