What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter

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Apr 9, 2024

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.

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Introduction

00:00 • 2min

Effective Networking Strategies in Financial Planning

02:15 • 7min

Strategies for Effective Networking at Events

09:36 • 2min

Navigating Networking Events as a Financial Planner

11:36 • 15min

Maximizing LinkedIn for Professional Networking

26:24 • 8min

Building an Online Presence for Financial Planners

34:34 • 21min

Navigating Client Meetings and Referral Strategies in Financial Planning

55:17 • 25min

Exploring the Notion of Partnership and Community in Financial Planning

01:20:06 • 3min

Navigating Coaching and Personal Development in Financial Planning

01:23:10 • 2min

On-Demand Learning and Practice Buyouts at SJP House

01:25:02 • 5min

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.

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