Financial Planner Life Podcast

Something a little bit different on this week’s Financial Planner Life podcast as we talk about the past, present and future of fintech in the Financial Planning profession with the following special guests:Gareth Thompson, Co-Director at Plannr – “An open and modern alternative to the traditional back-office system”Robert Roome, Chief Strategy Officer at Wealth Dynamix – “Revolutionising the way you manage client relationships”Plus, special guest co-host Rob Harradine, Co-Founder at Ammonite – “Hybrid financial advice technology” We take a deep dive into the value these fintech solutions offer for Financial Planning firms to enhance their business. This isn’t just down to the enhancement of Adviser’s day-to-day duties, but the knock-on effect this can have on back-office teams, management and clients throughout the process.In recent years, there has been a substantial shift in the way Financial Planning firms utilise technology to streamline their processes in order to provide a better service for their clients. We discuss the reasons for this, why it hasn’t happened sooner, and the impact technology could have on the profession in future.We ask our panel of guests what they find are the key pain points for Financial Planning firms when it comes to revolutionising their technology and making changes to how they operate as a business. Of course, being in the careers space, we discuss the effect that technology has on attracting top talent to your business, and how, due to the solutions fintech provides, this could be a crucial factor in both attracting, onboarding and retaining Financial Planning professionals.It’s no secret that having your finger on the fintech pulse is vital for anyone looking to be successful in Financial Planning, so thank you Rob, Gareth and Robert for helping us do exactly that! Time Stamps 00:00:00 | Intro 00:06:40 | Wealth Dynamics CRM target customer 00:09:23 | Plannr's CRM target customer 00:10:22 | Firms pain points 00:12:38 | Client Lifecycle Management (CLM) 00:16:17 | A family office service 00:22:27 | The UK's adoption of new fintech 00:28:49 | Wealth Dynamix’s competition 00:30:20 | How Wealth Dynamix CRM makes and saves companies money 00:31:30 | Plannr's competitors 00:33:54 | Should Administrators & Paraplanners be worried or excited about this new tech 00:38:02 | Biggest frustrations about CRM's 00:46:13 | Talent attraction & market disruption 00:50:23 | Hybrid Financial Planning 01:01:44 | Fintech with marketing and social Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

Does the business you work in have a detrimental effect on your mental health? This week we're joined by Mike Jones, Founder of Better Happy, the organisation that aims to elevate the wellbeing of businesses, with the mantra of; ‘Creating happy places to work so any business can lead their industry through high levels of employee wellbeing, productivity and retention.’ Mike is a firm believer in the idea that in the UK, we have a misplaced definition of success, and often sacrifice certain things in order to improve other aspects of our lives, without looking at the effect that has on the big picture that is our wellbeing as humans. We talk about the value of routine, accountability, reflection and how these can remedy the factors that negatively affect your mental fitness, from both an employee and business owner standpoint. We look at hierarchical structures within businesses, the part they play in the wellbeing of those within the business and common mistakes that often lead to negative outcomes. On the other hand, we evaluate some key ingredients that go into designing a business that is set up for success in the wellbeing department. Whether you’re an employee who feels their wellbeing isn’t what it should be, or a business owner looking to improve your company culture, this episode will set you on the path to positive change! Time Stamps 00:00:00 | Intro 00:00:36 | How are you out of 10? 00:06:51 | Ambition 00:19:50 | Do business owners prioritise success over their personal health? 00:28:00 | Conflict & Fear 00:33:09 | Do personal transformations = business transformation 00:38:12 | The mistake of promoting employees to management 00:45:26 | Businesses can change the UK's mental health 00:55:49 | Do things for purpose 01:02:52 | Charity and generosity  Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

Ready to embark on your paraplanner journey? We've got you covered with insights, advice, and valuable resources. 📚 This is the audio version of the video found on the financial planner life YouTube channel.🤝 Join Elena and Adam and explore the path to success as a paraplanner. Whether you're aiming for exams, seeking study tips, or honing essential skills, we've got all the guidance you need. Find out more and sign up to the Financial Planner Life Academy here: https://recruitukltd.co.uk/financial-planner-life-academies/   👍 If you found this video helpful, don't forget to hit the like button and subscribe for more valuable content. Have questions or need further guidance? Drop them in the comments section below. Your journey to becoming a successful paraplanner starts here!  🎓 Stay tuned for more expert insights and career tips. Thanks for watching, and best of luck on your paraplanner career path! If you’re an existing paraplanner and are looking for a career change, check out the Recruit UK website here: https://recruitukltd.co.uk/   Time Stamps 00:00:00 | Intro  00:00:57 | Where to start 00:02:27 | Starting the exam journey 00:06:16 | FPL Academy benefits 00:09:03 | Study tips 00:14:14 | Key skills 00:17:04 | Outro Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

Are you part of a group that is underrepresented in the Financial Planning profession? This week, we’re joined by Women’s Financial Wellbeing advocate and Chartered Fellow Financial Planner Samantha Secomb, Director of Women’s Wealth – Financial Planning and Advice for Women. Throughout her career in Financial Services, Samantha has identified some key behavioural differences that often come to light when talking to couples about their finances. We discuss her findings and how these were the seeds of research behind her current company, Women’s Wealth. Samantha has a burning desire to bring women to the forefront of Financial Planning, as she feels that as they are underrepresented in the industry, resulting in fewer women seeing success as a female Financial Planner as a viable and achievable option. She shares her thoughts on how as a profession, we can change this for the better. We look at empowerment of clients, making Financial Planning accessible to women who might not fit the typical client profile and how Women’s Wealth is changing this, including their focus around subscription models as a means of servicing clients. If you’re passionate about diversifying the Financial Planning profession, this episode is truly inspiring and positive outlook on the future of Financial Services, from both a careers, and client service perspective. 00:00:00 | Intro00:00:55 | Samantha's career journey00:07:50 | What made Women's Wealth happen00:13:26 | Empowerment00:29:21 | Subscription models00:37:10 | Working for Women's Wealth as a woman00:51:10 | What is keeping women in back-office roles00:56:14 | Next stages for Women's WealthBe sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

Ever wondered how to become a financial planning administrator?  This is the audio version of the video on the financial planner life channel, we are guiding you on your path to becoming a proficient Financial Planning Administrator! If you're eager to launch a successful career in the financial planning industry and play a crucial role in shaping people's financial futures, you've come to the right place. Join Charlie Scott and Adam Owen as they provide invaluable insights, tips, and expert guidance on the essential skills, knowledge, and tools required to excel in the role of a Financial Planning Administrator. But that's not all! To take your journey to the next level and access in-depth training, we highly recommend checking out the Financial Planner Life Academy, where Charlie, Adam and the team have curated comprehensive resources tailored to help you become a top-notch Financial Planning Administrator, paraplanner, financial advisor or mortgage advisor.Sign up here: https://recruitukltd.co.uk/fpl-academy Ready to embark on this transformative journey and discover what it takes to thrive in this fulfilling career? Hit that subscribe button, and don't forget to visit the Financial Planner Life Academy link for an even deeper dive into your financial planning journey. Your future as a Financial Planning Administrator begins here! 💼📈📚  Time Stamps:00:00:00 | Intro 00:00:57 | Where to start 00:02:21 | Qualifications 00:07:40 | Benefits of the Financial Planner Life Academy 00:11:06 | Motivation & Barriers 00:15:00 | Community 00:16:44 | After completing the academyBe sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

Have you considered content creation as a Marketing tool for your Financial Planning business? Are you thinking of starting a podcast, YouTube channel, or social media marketing platform to bring in clients, spread your message and promote your services?  This week’s guest is George Agan, Chartered Financial Planner at Flying Colours, content creator and founder of the Principles Personal Finance YouTube channel, designed with the goal of providing “Personal finance and financial education from a Chartered Financial Planner”  We explore George’s career journey, from touring Europe as a musician, to working long hours in a call centre and eventually, embarking on his Financial Planning career journey. We talk career routes, the pros and cons to the various options available for those looking to get into Financial Planning and what to consider before doing so.   Then the really juicy stuff! George is an absolute wizard when it comes to creating content, engaging an audience effectively and the innerworkings of YouTube and how it works, all the way down to algorithms and the type of content that gets pushed to the masses.  We learned loads from George during this episode, so whether you’re navigating your career in the Financial Planning profession or are already established and looking to begin your content creation journey, this episode is overflowing with tips and tricks to get you off the ground!  Time Stamps  00:00:00 | Intro 00:02:48 | How George got into Financial Planning 00:11:26 | Routes through the profession 00:20:18 | Content creation 00:35:24 | Content creation as an employee 00:40:56 | Intellectual property rights with content creation 00:50:29 | Where is your content creation future going? 00:56:24 | Marketing strategy 00:59:06 | Sales process 01:12:23 | Targeted content creation 01:14:38 | Starting content creation in 2023 01:19:07 | YouTube SEO, is it the key?Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

Are you thinking of pursuing a career in Financial Planning, but don’t know where to start? Do you want a job as a Financial Adviser, Paraplanner, Administrator or Mortgage & Protection Adviser, but need the skills and qualifications to do so? Well, the search is over! We have a very special episode of the Financial Planner Life podcast for you this week as we officially launch the Financial Planner Life Academy with NextGen Planners! We’re joined by Adam Owen, Director and Head of Content at NextGen Planners, a community of forward-thinking, innovative Financial Planners who share ideas and best practice with their peers.  At Financial Planner Life, with the help of NextGen Planners, we have created the first fully independent training and development platform for those looking to begin their career in Financial Planning!   In this episode we discuss how the Financial Planner Life Academy can help you establish your goals, gain the relevant qualifications and develop crucial soft skills necessary to carry out your desired role, all from within a community of like-minded individuals on the same journey! Find out more here:      https://recruitukltd.co.uk/fpl-academy/00:00:00 | Intro 00:02:52 | Why we chose to train through the Cii 00:12:05 | Support 00:17:58 | Future training and development programmes 00:21:01 | The career path 00:26:57 | Who the academy is open to 00:32:32 | Mental health and wellness 00:38:55 | Conclusion Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

This week’s guest is Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in conjunction with Financial Planners, he saw a career choice which really piqued his interest, and the rest is history! A self-described “Intrapreneur”, Ryan talks us through what this means to him and the advantages of adopting this mindset. We look at what Ryan’s qualification journey looked like, including Ryan’s opinion on whether to focus on getting qualified, or securing a position in the industry. We look back on Ryan’s first year as a Financial Planner, why he felt his situation was a fortunate one, and what things to consider when starting from the ground up.  Finally, we look at what Ryan thinks the future of employment in Financial Planning looks like, including training and development, facilitating growth, management and more. If you’re on the outside looking in, thinking of embarking on a career in Financial Planning, but wanting to do it the right way, this is the episode for you! 00:00:00 | Intro00:01:50 | How Ryan got into Financial Planning00:03:32 | Pathways & Entry Points00:10:19 | “Intrapreneurialism”00:19:55 | Gaining qualifications00:30:31 | Making changes00:38:43 | Becoming successful00:47:14 | Acquisition00:55:30 | The future of employment in Financial Planning01:03:47 | The Strength of Values and Morals01:09:28 | Self Development, Training & CommunityBe sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

This week, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professional Finance Society. In this episode we focus heavily on personal development, perseverance in the face of adversity and achieving your career aspirations.  We look at Bethany’s career journey, from admin, to paraplanner being labelled as an admin, to finally being recognised for her capabilities within a firm that supported her continued progression. In fact, progression is very much the name of the game in Bethany’s view, always looking for the next growth opportunity, qualification, or accolade in her career. Bethany talks us through her strong-willed mindset and the part it has played in pushing her forward.  Bethany has faced her fair share of adversity, entering the profession at a young age, being overlooked for promotion as a result of this, but this hasn’t stood a chance at holding her back!We dive into changing the age and gender narrative in the Financial Planning profession, what companies and individuals can do to inspire the next generation, including the part that education and the school system plays in this. If you’re an aspiring Financial Planning professional, or mid-career looking to excel beyond your limits, this episode will give you the inspiration you need to improve your mindset and achieve your career goals!  00:00:00 | Intro00:00:57 | Beth's career journey00:04:05 | The exam journey00:13:00 | Mindset00:16:05 | Facing adversity00:22:50 | Navigating the interview process and employer conversations00:27:33 | Positive personal mental attitude00:29:11 | No university, no graduation00:31:43 | Changing the age and gender narrative00:36:12 | Dealing with bad apples00:39:13 | Encouraging young people into the profession00:46:06 | Paying it forward00:47:28 | Routines and non-negotiables00:50:14 | OutroBe sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

Attention all Financial Advisers, BDM’s, Sales Managers and Business Owners, this episode is for you! This week on the Financial Planner Life Podcast we are joined by Paul McCoubrey, Financial Planner and Director of Navigate IFA. Paul has navigated (sorry) an extensive career in Financial Services and has always championed the importance of sales prowess for Financial Planners looking to grow a business, generate leads, and build lasting relationships. We discuss how sales expertise has become a bit of a dying art in the world of Financial Advice, especially in a face-to-face capacity since the rise of Zoom and the ‘virtual coffee’. Paul takes us through some of the most successful sales strategies he’s developed over his career, including advice he gives to his team when selling in both a B2C and B2B capacity. Paul dissects his own business, explaining the set-up he’s devised to maximise growth, whilst upskilling staff in areas they can benefit from, a win-win for both employee and business. We also talk social media, the new age of marketing and personal brand, and what that has given and taken away from the world of sales.  This episode is an inside look into the playbook of a seasoned sales pro, operating in the world of Financial Planning, and is not one to be missed!00:00:00 | Intro00:01:53 | How Paul got into financial planning00:05:17 | Sales training00:11:27 | What to do to get new enquiries and build relationships00:24:07 | Commission vs ongoing fees from assets under management00:27:22 | Mortgage to protection to financial planning route00:33:11 | Shadow adviser00:38:30 | Business development00:50:03 | Social media00:59:13 | B2B01:08:00 | Advice for interviews for intervieweesBe sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.