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Financial Planner Life Podcast

Building a Personal Brand from the Ground Up

May 4, 2023
01:06:05

This week, we’re joined by Nicola McKenzie, Founder of Dunham McCarthy a group of companies that offer legal, mortgage, and protection advice.

 Nicola takes us on a journey from when she first started her business as a twenty-something to now, a successful and thriving businesswoman. We explore her passion for media and content creation, employee development, and why money is no longer the driving force behind her success and career development.  

It is clear that Sam and Nicola share a lot of common values. This conversation demonstrates how success is a product of hard work, failure and allowing yourself to be in a place of vulnerability. An extremely impactful episode which we know people will enjoy.

In this episode we cover some of the fundamental aspects of building a business and effective marketing, including:

-       Taking the leap of starting a business

-       How your values and goals change as your business grows

-       The importance of developing a personal brand as a professional

-       Overcoming fear of failure in order to succeed

-       Different approaches you can take to marketing – outsourced and organic

-       Marketing tips to maximize your chances of being seen and being heard

-       Nicola shares her new software which will help revolutionise will writing

 This episode is full of valuable insight for any professionals trying to build a successful brand image and grow a business, from those starting their careers and making strong first impressions, all the way up to company owners taking their businesses to the next level. We hope you enjoy the episode!

00:00:00 | Intro

00:01:58 | What do you do?

00:03:05 | The benefit of a team with diverse skillsets

00:04:02 | STEP qualified

00:04:44 | Before self-employment

00:08:31 | What was the catalyst that made you go self-employed?

00:10:11 | Unhealthy relationships

00:13:44 | Different types of goals when running a business

00:17:41 | How Nicola shifted her purpose

00:23:33 | The realities of running a business

00:29:22 | The exciting bits of running a business

00:34:57 | How to be a successful mortgage adviser

00:41:20 | Marketing & Social Media

00:42:46 | How to get started on social media

00:48:42 | Personal & Business Growth

01:04:14 | Outro

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

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.

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