Financial Planner Life Podcast

This week we have an exceptional guest on the Financial Planner Life podcast; Oliver McDonald is a Financial Planner and Co-Founder/Director of Engage Wealth Management, experts in helping corporations take a deeper look at their finances, employee benefits packages and the future of their company. Oliver walks us step-by-step through his journey from starting out in personal banking, to moving across to Financial Advice, explaining the steps he took, what worked and what didn’t, and the decisions he faced when navigating his career progression journey. We also look at which career routes are best suited to those from non-financial services backgrounds, exploring the different options available and what key points to consider when embarking on this journey.  Oliver is a self-built, hard worker who’s no stranger to business development, and he outlines for us the differences in how he approaches corporate clients, and individuals when offering his services and picking up new business. This episode is a must-listen for anyone looking to accelerate their career progression, market their services and learn the ropes of business development within Financial Planning! We hope you find it as valuable as we did! 00:00:00 | Intro00:01:11 | Oliver's career journey00:05:44 | Finding opportunities00:10:05 | Administrator/Paraplanner route or Trainee adviser route?00:12:51 | Trainee adviser experience or sales experience?00:15:08 | How to develop whilst in the paraplanner role00:18:06 | Employed vs self-employed academy route?00:28:36 | Client development strategy in the early stages00:32:07 | Lead generation00:35:24 | Creating content00:40:07 | How to get into the corporate world00:48:01 | The sales and marketing strategy to get into the corporate world00:55:28 | Internal referrals, who to target00:59:57 | The inbound business tipping point01:04:01 | How to get companies interested in partneringBegin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Following the overwhelmingly positive response we had from our feature episode last week on the Financial Planner Life podcast, we have decided to compile another special feature episode! This week’s topic; Inclusivity and Diversity! Financial Planning in the UK has always held connotations of old white men in suits, a stereotype that is being broken more and more as the industry progresses. Now more than ever, Financial Planning professionals recognise the importance of diversity in their workplace, and how being inclusive in their practice only opens doors for a better work environment.  This episode features clips from past guests; Lucy Byrom, Hayley Rabbets, Nicola Crosbie, Jai Street & Alice Lording, all Financial Planning professionals with lived experiences around inclusivity and diversity in their working or personal lives. It’s another episode packed full of insights, knowledge and top-tips when it comes to promoting inclusivity and diversity in Financial Planning, a must have for Financial Planners in the modern world! Enjoy!!00:00:00 | Intro00:00:33 | Lucy Byrom00:02:25 | Hayley Rabbett00:07:33 | Nicola Crosby00:12:39 | Jai Street00:17:50 | Alice Lording00:21:42 | OutroBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

This week we have a very special feature on the Financial Planner Life podcast, as we’re looking back at some of the best clips around marketing, brand development and content creation.  We draw on the wisdom of previous guests Pete Matthew, Nicola McKenzie, Sam Tate, Matt Cross & Michelle Wilson-Stimson, in this compilation of top-tips, interesting perspectives and advice for those building a brand and business in Financial Planning. Understanding how to market yourself is imperative for any Financial Planning professional trying to expand their network and build their business. We hope you learn as much as we did from these amazing guests!00:00:00 | Intro00:00:31 | Pete Matthew00:03:29 | Nicola McKenzie00:06:39 | Sam Tate00:08:16 | Matt Cross00:12:59 | Michelle Wilson Stimpson00:16:07 | OutroBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

This week we have something a little different for you here at Financial Planner Life, demonstrating the power of developing a strong industry network!As you may know, we are powered by Financial Services Recruitment Specialists Recruit UK, experts in talent resourcing within the Financial Planning Profession.Recruitment often gets a bad rap, but in reality, it genuinely changes people’s lives.  Take Richard for example:Richard was in a tough place. Self-employed and building/running his own firm was no longer enjoyable.  He had built AUM, had no problem winning clients, loved the business development aspects of his work, but by his own admission made some bad hiring decisions, didn’t enjoy the day-to-day runnings, and felt under pressure to grow the business. It was costing him £££s and causing him stress.  Richard wanted out of self-employment, but under his terms….He wanted to: Work employed for an IFASell his client bank to that IFAContinue servicing those clients and focusing on new business.Surround himself with experts who could support his professional growth and allow him to focus on what he’s good at. Maintain his flexible working set-up, as a new baby was on the way.  Everything Richard wanted, Recruit UK delivered on!Richard was marketed to Recruit UK and Financial Planner Life’s trusted clients, remaining clear on Richard’s objectives throughout. We then screened and selected 4 suitable options from over 30 requests for interview and managed the process from start to finish.  Thank you, Richard, for trusting us and the team at Recruit UK, we are truly grateful that we got the chance to improve your personal and professional Financial Planning career journey. If you’re a Financial Planning Professional looking to take the next steps in your career, reach out to Recruit UK and speak with your regionalised consultant here:https://recruitukltd.co.uk/job-consultation/ 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/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  follow the financial planner life podcast on Spotify - https://open.spotify.com/show/6vdF54D6IfBGy20h6Xvt4k?si=RohuXyawSQ2jPCl-gqWMBQ  Apple - https://podcasts.apple.com/gb/podcast/the-financial-planner-life-podcast/id1505494249 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

 Another fresh episode of The Financial Planner Life Podcast for your eyes and ears and this week’s guest is Pete Matthews Chartered Financial Planner, co-owner and CEO of Jacksons Wealth and founder of the Meaningful Money YouTube channel, which provides financial coaching on money management, investing and saving strategies. Pete shares his career journey with us from making a complete U-turn from his previous career in Hospitality Management, to relocating and joining a local firm, through to acquiring clients from retiring advisers.   Pete is also an originator in the world of Financial Planning content creation, starting and running his YouTube and podcast ‘meaningful Money’ channel since 2010, and still going strong today with over 4.5 million downloads! He offers some serious wisdom when it comes to content creation, including but not limited to: -       What goes into making enticing content for your audience?-       Building a business with purpose-       Selecting topics of discussion to boost engagement.-       Balancing content creation and your day-to-day workload-       The importance of consistency and continued engagementBegin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Yet another insightful episode of the Financial Planner Life Podcast and this time around we have Stuart Jackson, Founder and Financial Adviser at Cheetham Jackson, a longstanding Financial Planning firm with a unique outlook on what success means with regard to client outcomes.  Stuart outlines why within his business, having billions of assets under management and high net worth corporate clients ranks below developing stronger connections with and giving back to the local communities within which a business operates.  We also dive into Stuart’s thoughts on historically, what's been going wrong with the Financial Planning business model and how the clients that should be the most important to a local business, are often overlooked.  This is a prime example of an organisation that is truly committed to going against the grain and providing the best outcome for those individuals who don’t fit within the typical client profile for Financial Planning! Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

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 | Intro00:01:58 | What do you do?00:03:05 | The benefit of a team with diverse skillsets00:04:02 | STEP qualified00:04:44 | Before self-employment00:08:31 | What was the catalyst that made you go self-employed?00:10:11 | Unhealthy relationships00:13:44 | Different types of goals when running a business00:17:41 | How Nicola shifted her purpose00:23:33 | The realities of running a business00:29:22 | The exciting bits of running a business00:34:57 | How to be a successful mortgage adviser00:41:20 | Marketing & Social Media00:42:46 | How to get started on social media00:48:42 | Personal & Business Growth01:04:14 | OutroBegin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Today’s guest on the Financial Planner Life Podcast is 2Plan’s Ian Dempsey, an experienced Financial Adviser with a keen interest in personal development and branding in the world of Financial Planning. We talk about his career journey, difficult decisions he faced at crucial stages in his career as an Adviser, and how he invested in his personal development and brand image in order to excel his business.  We cover a variety of topics including:·      Transitioning from restricted to independent·      The purpose of a CPD (Continued Personal Development)·      The benefits of building a strong LinkedIn presence·      Becoming an AR Ian does a great job of exploring how his ability to self-reflect and utilise the support of professionals in areas outside of Financial Services has helped him build a successful brand and prospect new business! We hope you enjoy this great episode with a tonne of valuable insight!00:00:00 | Intro00:01:04 | Ian's career journey00:02:27 | How Ian managed to make his role into a passion00:06:01 | Was it a big change going from restricted to independent?00:11:48 | What is CPD00:13:26 | Ian's personal development journey00:17:17 | Choosing personal development over qualifications00:20:13 | Where to start with personal development00:23:31 | What made Ian start viewing LinkedIn more seriously00:26:48 | Social media strategies on LinkedIn00:31:09 | Why video is better than text00:36:54 | The journey to AR00:39:34 | Ian's nuggets of wisdomBegin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

On this week’s episode we have Alice Lording, Partner and Head of Wealth operations at Saltus, presented by Elena Stephenson. Alice is an award nominated manager in the Financial Planning World and has an abundance of insight into how to effectively manage people, improve productivity and form better relationships with your team.  In this episode we discuss Alice’s career journey, why she aligned well with managing a team, as well as many of the aspects that go into becoming a strong manager including: Putting yourself in the shoes of those in your team Having difficult conversations with your staff The importance of strong workplace relationships Positive changes managers can make around inclusivity and diversity Alice also covers a crucial point on how, as an employee, to approach your senior for a conversation around growth opportunities and personal development! Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career journey to date, different options available for those seeking a career in Financial Advice and what’s in store for the next generation of Financial Planners! We cover many subjects ·       The variety of options available for starting a career in financial planning·       Helen’s thoughts on independent vs restricted financial advice·       Transitioning from Paraplanner to Financial Adviser·       Educating the next generation on the importance of financial planning·       Confidence building tips for those who aren’t naturally extroverted Helen has a really positive outlook on the industry and the way the next generation thinks about their money. A breath of fresh air to what is often portrayed in the media, this is a great episode for both prospective financial planning professionals and those with an established career in the industry. Hope you enjoy it. Begin your financial planning career journey todayWhether 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.&nbsBe 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.