Financial Planner Life Podcast Nathan Smith - From college to financial planner, the power of mentorship & why entry level roles are the way forward!
Episode 7 of the financial planner life podcast is now live, my guest this week is Nathan Smith who is a Financial planner from Mattioli Woods.
Full of gratitude for his employer and passion for the industry, Nathan is a classic example of what can be achieved when a financial planning firm invests in training and development for entry-level candidates.
Nathan left college at the age of 19 to pursue a career within financial planning, he is now 27 years old and working towards his chartered exams.
On this podcast we cover:
· Hints and tips on how he passed his exams in 6 months!
· The benefits of a clear career structure.
· Why starting in an entry-level role helped build his confidence and a greater respect for the financial planning process.
· The importance of client relationship managers for continued customer service.
· How mentors, teammates, and on the job, learning has helped him build confidence in the role.
· How he uses Linkedin to generate new clients and build stronger relationships during the lockdown.
As per usual check the comments for full links to YouTube, Spotify, and Apple Podcasts. check out www.financialplannerlife.com for more episodes and also check out www.recruitukltd.co.uk for jobs within financial planning.
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