Financial Planner Life Podcast

We have Charlie back hosting this week episode talking with Jai Street from Mindful Wealth. Jai is a financial adviser who set up his own business on the foundations of his intrinsic values.  We talk to Jai about the process and why he set up Mindful Wealth. He gives advice on how a financial adviser can start a business built from the ground up on strong values.  Jai also goes in depth on the topic of mental health and opens up about having ADHD, the challenges he’s faced, but also the benefits he’s found from having it. We also talk about how having ADHD can affect personal finances, Jai gives fantastic advice on how to manage finances when you have ADHD.  Enjoy!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 is Sam Tate from New World Financial Group. We talk about their brand-new business, why they set up The New World Group, all about the fees, subscription models and giving free advice to those that don't fit the typical financial planning mould.  We cover many subjects·      The importance of longevity·      Does retirement need to be reframed?·      Physical and metal wellness, and building good habits·      How working with social media influencers can lead to great growth We also dive into technology. Specifically, how The New World Financial Group have implemented it into their business and future growth plans, to improve the time it takes to deliver good quality financial advice to those that usually don't fit the typical advice model.   It's a fantastic episode about the future of financial planning.  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.

This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth. Seb spent the early part of his career working hard to understand what it truly takes to be a Financial Planner. He moved around different companies, from national to IFA, but he never found one that truly matched his values and views on how the profession should be – taking people and planet into consideration. So, he took the leap and 5 years later he is running his own successful, B-Corp financial planning firm! Operating with purpose and turning his business into a force for good. We talk about •What it takes to become a B-Corp financial planning firm •Sustainable financial planning •How to match your ethics with your career•The future of financial planningKeep listening to the end because Seb gives advice he wished he had before starting out in financial planning. This is a fantastic episode for anyone that wants a career based on great values and ethics. Enjoy!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's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out in administration to now running her own financial planning practice. She's also done a Masters in Wealth Management and she answers the question on whether it’s worth it or not.  We dive deep into her business. Discussing how she used to neglect marketing but now she's a firm believer that marketing helps her generate new clients.  We talk about diversity within the financial planning profession, but also diversity when it comes to clients. We talk about the LGBTQ+ community and do transgender gender need different services when it comes to financial planning. Nicola opens up and shares some very personal experiences that are a fantastic eye opener to the struggles people in the trans community face. 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.

Michelle Wilson-Stimson, from door knocker to paraplanner to running her own outsource business, discusses career framework in paraplanning, importance of wellbeing, diverse roles in financial planning, evolving dynamics in the industry, specialized niches, and the value of personal branding.

Financial Planner Matt Cross shares his experience in the profession, discussing client acquisition, building long-lasting relationships, and the different types of clients. The importance of trust, identifying vulnerability, and providing support during challenging life events is emphasized. Cross also talks about setting up his own financial advisor practice, the benefits of the St James's Place ecosystem, and building relationships with accountants through in-person interactions and LinkedIn. Tips on utilizing LinkedIn for outreach and targeting accountants are provided.

This week we talk to self-employed financial adviser, Louise Fitzgerald. Louise started her journey as an administrator, worked her way up through trainee adviser role and to employed financial adviser before leaping into a self-employed adviser role. All within the same firm!  Louise gives us a very honest look into her career. Explaining why she took the path she chose and what that journey looked like for her. We talk about the highs, the lows and all the lessons learned.  There is some amazing advice within this episode. Especially for trainee’s and anyone fresh out of school or university looking for a career. You’ll learn  ·      What you should be doing to give you an advantage·      How you can impress somebody·      Interview techniques·      Social media presence and much, much more  We 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.

*Trigger warning of discussions on suicide* Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wilson about mental health and menopause in the professional environment. You lovely listeners know that here at Financial Planner Life we are not afraid of taboo subjects or having conversations about traditionally “uncomfortable” subjects. And this episode is testament to that.  Gillian Wilson is a remote working Paraplanner who first entered the world of financial services in 1990. She undertook a variety of roles before taking a break to study and pursue a passion for performing arts.  Gillian is a big advocate on the importance of ensuring good mental health in the workplace and a sustainable manner of working. Be that remotely or in office. She shares with us the difficulties the impact of a suicide can have. She also gives us tips on how to maintain a good level of mental health and how to “re-zen” during stressful periods.  This is an emotional rollercoaster episode. 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.

Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work for anybody else.We talk about how she set up her Financial Planning firm with her husband and why she went  down the route of becoming directly authorised rather than the network route. She shares deeply about this journey, the sleepless nights, the high moments, the costs, the sacrifices, the time it takes and loads more.  This episode is a raw and incredibly honest look  at what it takes to set up a directly authorised firm. Absolutely. Fantastic conversation with Alexandra today. We hope you enjoy this episode.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.

Welcome back! For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a networking community for those that work within the financial planning profession and the wider financial services. Whether or not you're an administrator, paraplanner, financial adviser, work in investments, or marketing, Octo Members creates a community where you can go and debate and to talk about and to learn more about the profession that you are in. In this episode we go into detail about why Lee set up Octo Members and his career journey in the financial planning profession. With over 18 successful years of experience in the profession you can be sure that Lee has some very helpful tips around his passion for networking.  We also discuss·      The power of networking·      How online personas can impact business·      The advantages the newer generation of Financial Advisers have nowAnd much more. We hope you enjoy the episodeBegin 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.