Financial Planner Life Podcast

This week Sam is joined by Paul Bradley, Founder of Chiltern Hills Financial Planning. The focus of the conversation today is an interesting one, does money make you happy? According to Paul it’s not enough to be rich, it’s having a purpose that gets us all out of bed in the morning. Paul also dives into positive psychology and the way that we should be setting goals. Once a goal is achieved, then what? We also talk about how the role of a financial planner has evolved into more of a lifestyle coach type role. Wealth and health are so intertwined, therefore by providing sound financial advice and coming up with a long-term plan, financial planners can reduce stress and anxiety in their clients. We also touch on philanthropy and how supporting causes close to your heart can play a part in your overall happiness and health.  We cover: Paul’s career journey Positive psychology Does money buy you happiness? What is cashflow planning? Advice for finding clients in your first year as self-employed Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.   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 Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’s exciting project called Female Folio, a network to support high net worth and affluent women on their investment journey. Women have more financial power than ever before, with more than 60% of the UK’s wealth expected to be in their hands by 2025. Female Folio talk about savings and investing in a different way, an inspiring way, a way that empowers women to write their own investment story. In this episode we also talk about the importance of having someone in a communications role within your firm, the difference between investing patterns of men and women, inter-generational wealth, intra-generational wealth and how we can break down the knowledge barrier for women around financial planning. For more information on Female Folio you can visit their website here: https://www.femalefolio.com/ We cover: Claire’s career journey Moving from a different industry into the financial profession What a communications and marketing role entails What is Female Folio? What are the barriers for women seeking financial advice? Ways in which men and women invest differently  Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.   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 Sam is joined by Natasha Percy Baxter from Percy Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life Podcast asking how she could get into the financial planning profession. Now she’s running her own Partner Practice for St. James’s Place, what a fantastic story! This self-employed route into the profession has worked really well for her and today Natasha will share this journey with us as well as some great advice to anyone thinking about joining the profession. As you’ll hear, Natasha is a natural communicator and she goes to prove what’s possible when we put ourselves out there and network. She is an inspiration and a fantastic role model. Enjoy! We cover: Why Natasha is suited to Financial Planning Networking and building a referral team St. James's Place Wealth Management Academy process Marketing and building your own brand. Dealing with overwhelm and burnout Wellbeing and financial education  Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.   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 Sam is joined by Michelle Hoskin from Standards International Ltd, AKA Little Miss Woww! Michelle is dedicated to raising the international standards of the financial planning profession. She’s already responsible for the Paraplanner Standard certification, pioneering best practice among personal financial planners in the UK and overseas. Today the conversation is focusing on Michelle’s new certification, the Financial Abuse Specialist Certificate and the important role that you can play in identifying clients who are victims of financial abuse. We also talk about wellbeing within the workplace and the upcoming Standard Certification which is being created to improve the culture within financial planning firms. Of course, a happy and fulfilled workforce can provide the best service to their clients. What an inspiration Michelle is, she’s raising the standards of the financial profession, making it a better place for all involved. We cover: What is financial abuse How the Financial Abuse Specialist Certificate will help you and your clients Wellbeing within the workplace The differences between the financial profession in the UK and other countries Michelle’s career journey. How she got into the profession  Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.  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 Elena is joined by Laura Dean, Operations and Marketing Director of Balance Wealth Planning. Laura shares her career journey with us and gives us some great advice on how you can navigate different career paths within the financial profession. In particular she focuses on marketing and operational roles. Laura gives us an insight into what these roles entail, who would be a good fit for them and why these roles are important for all firms. She also stresses the importance of staff wellness and tells us how Balance Wealth Planning go about retaining a happy & loyal team. We cover: How Laura has navigated her way through different roles within the profession Advice for anyone thinking about an operational role Why a firm would need an operations director and when they should be employed. Transferable skills within the financial profession Staff wellness and retention  Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.   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 Elena is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive (and quick!) career journey from a semi-professional rugby player, pulling pints in a pub, to company director. Dan is certainly in the younger demographic of financial professionals but he tells us how this hasn’t held him back, in fact, he tells us why it’s an advantage to be a young financial planner in this digital age. Dan set up an Instagram account ‘DanTalksMoney’ to help educate and connect with younger generations. Social media is not just good for business, it’s also an effective tool to get young people interested in joining the financial profession, addressing the issue of an ageing workforce.  We cover: Dan’s career journey Work / Life balance Using technology and social media to improve a business Financial advice for young people Advice on climbing the career ladder How sport can help your career Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.   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 Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She is most certainly not an introvert, in fact, before she started her career in financial planning, she was training to be a helicopter pilot! Danielle shares with us why it’s important for a Paraplanner to work alongside a good financial adviser who can offer mentorship and include them in client facing activities. Danielle explains how the Paraplanner can be the eyes and ears for the adviser and ultimately help deliver the best experience for the client. A great episode for anyone wanting to enter the financial profession and rise through the ranks. We cover: Danielle’s career journey including her different roles Advice for anyone who wants to get into the profession Financial education in schools Getting women into the profession Training, mentorship and a career pathway Financial advisers and Paraplanners working together  Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.  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 Sam is joined by Tom Skinner, co-founder and financial planning director for Barnaby Cecil. Today Tom shares his career journey and tells us why being employed didn’t work for him at all. He has now set up his own firm which allows him to put family time first. What is interesting is the way he went about building his business, surrounding himself with people who can do things better than he can. Tom rightly says that you can’t be good at everything. This is a great episode for the entrepreneurs out there! Enjoy. We cover: Tom’s career Using LinkedIn to network Outsourcing tasks that you can’t/don’t want to do Asking ‘why’ before starting a business Work/life balance Innovation coming from smaller firms Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.   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 Sam is joined by Susie Laws, co-owner and director of Fiducia Wealth Management. Susie is a Chartered Financial Planner, a fellow of the PFS and she is also a 2 x Financial Adviser of The Year winner (East Anglia and the Midlands) in the Women in Financial Advice Awards, wow! Today we talk about her career journey, from Paraplanner to Co-Owner of her own firm. Susie also shares the biggest challenge she has faced as a woman in the profession, creating a great company culture plus tips on wellbeing in the workplace.  We cover: Susie’s impressive career journey How to attract and retain the best talent Women in leadership roles Having children and a career Entrepreneurial motivation Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.   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 Sam is joined by financial protection adviser Adrian Benjamin. He helps property investors protect themselves and their families financially, allowing them to pass on generational wealth. We talk about why this protection is often overlooked, why it’s so important, the role of a financial protection adviser and how it can be a stepping stone into other areas of the financial profession. Adrian brings a lot of knowledge and energy to the podcast today. We hope you enjoy it. We cover: Adrian’s career journey Why people don’t talk about financial protection How to get a job in financial protection How protection advisers make their money The different types of life insurance products out there  Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON!  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.  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.