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Financial Planner Life Podcast

Invest in Yourself – Invest in Your Business

Apr 27, 2023
42:42

Today’s guest on the Financial Planner Life Podcast is 2Plan’s Ian Dempsey, an experienced Financial Adviser with a keen interest in personal development and branding in the world of Financial Planning. We talk about his career journey, difficult decisions he faced at crucial stages in his career as an Adviser, and how he invested in his personal development and brand image in order to excel his business. 

 

We cover a variety of topics including:

·      Transitioning from restricted to independent

·      The purpose of a CPD (Continued Personal Development)

·      The benefits of building a strong LinkedIn presence

·      Becoming an AR

 

Ian does a great job of exploring how his ability to self-reflect and utilise the support of professionals in areas outside of Financial Services has helped him build a successful brand and prospect new business! We hope you enjoy this great episode with a tonne of valuable insight!

00:00:00 | Intro

00:01:04 | Ian's career journey

00:02:27 | How Ian managed to make his role into a passion

00:06:01 | Was it a big change going from restricted to independent?

00:11:48 | What is CPD

00:13:26 | Ian's personal development journey

00:17:17 | Choosing personal development over qualifications

00:20:13 | Where to start with personal development

00:23:31 | What made Ian start viewing LinkedIn more seriously

00:26:48 | Social media strategies on LinkedIn

00:31:09 | Why video is better than text

00:36:54 | The journey to AR

00:39:34 | Ian's nuggets of wisdom

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

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Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

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