What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter
Apr 9, 2024
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Natasha Percy-Baxter, a successful financial planner shares insights on effective networking, building online presence, and navigating client meetings. She discusses the importance of strategic preparation, maintaining connections, utilizing LinkedIn, and asking for referrals. The podcast explores the journey of creating an online brand, maximizing LinkedIn for networking, and the significance of feedback for professional development.
Networking plays a crucial role in building connections and expanding one's professional circle.
Developing a strong online presence is essential for professionals, especially in fields like financial planning.
Following up after networking events is key to maintaining relationships and exploring potential collaborations.
Improving client meetings involves detailed preparation and strategic communication techniques.
Deep dives
Building Relationships through Networking
Networking plays a crucial role in building connections and expanding one's professional circle. By attending various networking events, individuals can engage with others, share insights, and potentially foster relationships that could lead to business opportunities. It is essential to find networking events aligned with personal interests to make conversations more engaging and meaningful. One should focus on quality interactions rather than quantity, aiming to establish genuine connections that can benefit both parties.
Effective Networking Strategies
In networking, the initial approach and introduction are critical. Instead of solely focusing on oneself, it is recommended to show genuine interest in others by asking questions and actively listening. Creating a comfortable environment for conversation helps in building rapport and establishing connections. Setting small goals for each networking event, such as initiating a conversation with a specific number of individuals, can boost confidence and improve networking skills over time.
Utilizing Online Presence for Personal Branding
Developing a strong online presence is essential for professionals, especially in fields like financial planning. Online platforms like LinkedIn and social media offer opportunities to showcase expertise, engage with a wider audience, and build a personal brand. Consistent and authentic content creation, such as videos and posts, can help establish credibility, attract potential clients, and differentiate oneself in the industry. Focusing on providing valuable insights and addressing common misconceptions can help reshape perceptions and stand out in a competitive market.
Strategic Follow-Up and Relationship Maintenance
Following up after networking events is key to maintaining relationships and exploring potential collaborations. Utilizing tools like LinkedIn Sales Navigator can enhance relationship management by providing deep insights and facilitating personalized interactions. By categorizing connections, staying engaged with relevant updates, and leveraging online platforms for ongoing communication, professionals can nurture relationships, expand their network, and capitalize on referral opportunities.
The Evolution of LinkedIn as a Networking Platform
LinkedIn has transformed from a recruitment platform to a networking hub where individuals can showcase their personal brand. Through collaborations with experts, like Paula Foresburg, tailored financial planners are now able to understand their niche clients better and engage with them effectively. The platform's educational value is emphasized, recommending strategies like sending targeted, well-crafted messages to connect with potential clients.
Effective Networking Strategies on LinkedIn
LinkedIn offers a unique opportunity for professionals to expand their network and reach their target audience effectively. By consistently sending connection requests and engaging with niche groups, individuals can grow their audience and establish meaningful connections. The podcast suggests utilizing LinkedIn Navigator to identify active users and optimize interactions for better engagement.
Utilizing Instagram for Brand Building
Instagram serves as a complementary platform for showcasing the personal and professional life of wealth managers. This allows for a more personalized approach in engaging with potential clients and providing insights into the daily routines of a wealth manager. While focusing on financial education, Instagram offers a more informal and engaging way to connect with a wider audience.
Enhancing Client Meetings and Engagement
Improving client meetings involves detailed preparation and strategic communication techniques. Utilizing structured agendas, personalized questions, and interactive note-taking methods can enhance the client's experience and lead to effective communication. Consistent feedback and open communication channels with clients contribute to building trust and rapport over time.
St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here
Episode Overview:
In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's Place. Natasha's journey from podcast listener to financial planning prodigy is nothing short of inspiring. After launching her career influenced by this very podcast, Natasha quickly ascended through the ranks, graduating from the St James's Place Academy and becoming one of our most celebrated guests. Today, she shares the pivotal experiences and key learnings from her second year in the field, offering invaluable insights into Networking, Online Presence, and Client Meetings along with the continual support she receives from St James's Place.
Key Highlights:
The Journey Continues: Natasha reflects on her progression since her last appearance, detailing the evolution of her career and the impact of her initial podcast episode, one of the most downloaded in our history.
Networking Mastery: With an impressive track record of attending 120 networking events in just two years, Natasha dives into the nuances of effective networking. She discusses the importance of intrinsic networking, engaging first impressions, strategic preparation, maintaining connections, and the art of follow-up. Her preference for LinkedIn as a networking tool provides listeners with practical advice for enhancing their online networking strategy.
Building an Online Presence: Natasha emphasises the significance of a strong online presence for personal branding and client engagement. She shares her successful strategies for visibility, including podcast appearances and social media engagement, and reveals which platforms have yielded the best results for her.
Client Meeting Strategies: Natasha offers a behind-the-scenes look at preparing for and conducting client meetings. From comprehensive preparation to utilizing prompt sheets for different meeting types, sticking to a process, and the importance of client and mentor feedback, she provides a roadmap for effective client interactions.
The Power of Partnership: Natasha speaks to the essence of the 'St James Place Partnership,' highlighting the support, community feel, training opportunities, and the unique partnership experience that has fuelled her growth and success.
Looking Ahead: What does the future hold for Natasha? Listen in as she outlines her plans for continuing her impactful journey in financial planning.
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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