How to triple your turnover as a financial planner, the private client experience & the benefits of a partnership.

🚨Inspiring leadership podcast alert 🚨

 Todays guest is James Roberts from Partners Wealth Management  in the City of London. 

James is one of the founding partners of PWM, and today he shares his journey from private banking to building a highly successful boutique #financialplanning company with c£2,500,000,000 AUM. 

James is 100% dedicated to the client experience, and in his words “it is everything" 💚  he shares what the client journey looks like at PWM and how this has helped some of the partners triple their turnover. 💪 

I really enjoyed talking to James, anyone that has built a firm that has over 100 team members is inspiring to me and he doesn't hold back with advice and enthusiasm for the profession.  

Thanks James 🙏

We also cover: 

🟢How to generate referrals at the highest level.

🟢the benefits of a partnership over the traditional self-employed routes. 

🟢The power of tapping into industry experienced business coaches to achieve your goals. 

🟢How Kolbe testing has helped grow the business.

🟢Mental health within the financial planning profession

🟢The private office experience

🟢 How team work makes the dream work

🟢 The Advice Gap

Reach out directly to Sam Oakes if you would like to find ut more about working for Partners Wealth Management. 

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/

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.