Financial Planner Life Podcast

🚨Inspiring leadership podcast alert 🚨 Todays guest is James Roberts from Partners Wealth Management  in the City of London.  James is one of the founding partners of PWM, and today he shares his journey from private banking to building a highly successful boutique #financialplanning company with c£2,500,000,000 AUM.  James is 100% dedicated to the client experience, and in his words “it is everything" 💚  he shares what the client journey looks like at PWM and how this has helped some of the partners triple their turnover. 💪  I really enjoyed talking to James, anyone that has built a firm that has over 100 team members is inspiring to me and he doesn't hold back with advice and enthusiasm for the profession.   Thanks James 🙏 We also cover:  🟢How to generate referrals at the highest level.🟢the benefits of a partnership over the traditional self-employed routes. 🟢The power of tapping into industry experienced business coaches to achieve your goals. 🟢How Kolbe testing has helped grow the business.🟢Mental health within the financial planning profession🟢The private office experience🟢 How team work makes the dream work🟢 The Advice GapReach out directly to Sam Oakes if you would like to find ut more about working for Partners Wealth Management. I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)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 Planning Qualifications guide  https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK. if you hold level 4 qualification and looking for an entry role into financial planning please also reach outyou can also connect with sam Oakes on LinkedIn  https://www.linkedin.com/in/financialadvicejobs/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.

The mood always changes when I talk to financial planners about what they would do if they ran their own business, it becomes a creative, inspiring, and exciting conversation and I love being part of the process. It has never been a better time to start your own business within financial planning! The advice gap, advancements in technology, outsourced solutions, and with the power of social and digital marketing helping you scale and stand out and rapidly establish yourself as an expert within your niche. It is exactly what this week’s guest Gregg Moss has done, in this episode we talk about all things startup, and I loved it!Greg decided to set up his business eleven.2 after 20 years of employment and he shares his experience so far and why he wished he did it sooner. We discuss:·        Greggs experience around restricted covenants, some great advice to employed financial planners. ·        Why financial planning is perfect for start-ups.·        Why you should not dismiss the “DIY brigade” and why he’s started advising the ‘FIRE’ community. ·        The culture of his business and why coaching clients is part of the growth strategy.  ·        Mentoring the next generation of entrepreneurial planners. I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)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 Planning Qualifications guide  https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK. if you hold level 4 qualification and looking for an entry role into financial planning please also reach outyou can also connect with sam Oakes on LinkedIn  https://www.linkedin.com/in/financialadvicejobs/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.

“I set this business up to revolutionise savings and to give power to people who care about making a difference, not just for themselves and their loved ones but for the community as well”. This week’s guest on the financial planner life podcast is David Macdonald, founder of The Path an ethical and positive impact-focused financial planning firm. I 💚 David’s story, a chance viewing of the powerful documentary Cowspiracy completely changed his career path, he sold his practice and decided to be 100% committed to positive impact financial planning, and when you look over some of the stats you can understand why. In a single year, £100,000 invested in an ethical pension could achieve 68 vital medical interventions, 5 households supplied with renewable energy, 94 hours of education, 26 tonnes of CO2 emissions avoided, the equivalent to taking 6 cars off the road! The recent Nordea study also mentions that a lifetime pension savings in positive impact funds have 27x more impact than all other carbon-saving activities in your life combined. We discuss:·       The 50 shades of greenwashing·       how positive impact financial planning builds deeper more meaningful client relationships. ·       Positive Impact Vs Ethical·       Debunking myths around performance and returns.  I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)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 Planning Qualifications guide  https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK. if you hold level 4 qualification and looking for an entry role into financial planning please also reach outyou can also connect with sam Oakes on LinkedIn  https://www.linkedin.com/in/financialadvicejobs/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.

As the advice gap widens and a high proportion of advisers are set to retire over the next 5- 10 years it's now commonly accepted that we need to increase efforts to attract talent from other professions. I personally find this very interesting, what transferable skills, attributes, and personalities are suited to financial planning? So, when I got the opportunity to interview Daniel Wiltshire a Chartered Fellow Actuary who made the move to Financial Planning, I jumped at the chance. Actuaries tend to be predominantly conventional individuals, they are usually detail-oriented and organised, and like working in a structured environment. They also tend to be investigative, which means that they are quite inquisitive and curious people. I would consider these transferable attributes to financial planning. Daniel is one of the few Financial Planners brave enough to move straight into self-employment, and today he shares why he chose this path.We cover:·       His experience of a Financial Planning academy, the good and the bad. · First-year realities of self-employment, what you should prepare for. ·       The benefits of working with an external business consultant.·       Why self-employment and IFA were the only options for him. ·       Spinning plates, what he does to stay focused ad productive. I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)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 Planning Qualifications guide  https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK. if you hold level 4 qualification and looking for an entry role into financial planning please also reach outyou can also connect with sam Oakes on LinkedIn  https://www.linkedin.com/in/financialadvicejobs/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.

It's no secret that there is a growing adviser gap in the UK and we need new Financial Planners to join the profession and for firms to upskill the growing number of administrators and paraplanners that want to progress their careers into an adviser role. there is a growing misconception that by achieving level 4 qualifications you can walk straight into a financial planning role, sadly this just isn't true. although level 4 is a great indication of technical knowledge, many Financial Planning firms are still put off by the lack of practical experience that a trainee financial planner has, thus delaying the return on investment of any new hire or an internal promotion. Time and resources play a big part in this,  there are a handful of larger financial planning firms that are teaching the practical skills through academies but the vast majority of firms are SME's, they lack the resources time, and money to take this approach.  What's the solution?The brand new game-changing  'Practical investment Planning'  an RQF Level 6/SCQF level 9 qualification created and trained by Michael Pashley from Practical Financial Exams Ltd. In this episode we cover:How this will make you more marketable as a candidate, securing more job offers! especially if you are transferring from another profession. Why every company needs to make this part of their PDP framework, your staff will love you for this! and you will be better positioned for the future fight for talent.a complete run-through of the qualification, what you will be doing, and the amazing coaching and training provided by Michael Pashley. How much it costs, how long it will take. How the evidence gathered during this qualification will help speed up the competent adviser status process. Michael Pashley FPFS is an experienced financial planning training consultant with a technical background in investment, pensions, and compliance. He is an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. connect with Michal on LinkedIn here Within Practical Financial Exams Limited, he is chiefly responsible for internal verification, developing learning materials, and assessment design. I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)be sure to follow financial planner life on youtube  for extra content about a career within financial  Planning  click herebelow are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job oppBegin 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 on the financial planner life podcast is that Fabulous ( with a capital Fuh) Luiza Todd of Bespoke training solutions! It’s fair to say Luiza knows a thing two about passing Cii qualifications, over the last 16 years she's helped tens of thousands of students Pass their R0 exams. I really enjoyed this podcast, Luiza is passionate, funny, engaging, and straight-talking, everything you want from a trainer! Bespoke training solutions have simplified the process of passing your R0 exams and created easy to follow study guides and a game-changing App to help with exam questions. We cover Should level 6 be the minimum standard? Why you shouldn’t rely on the Cii study book alone.The best approach to passing R0 exams and attaining level 4. Why are some people passing level 4 in 6 months? Loads of funny stories, tips, and advice around training and qualifications.you can connect with Luiza on LinkedIn Click hereI hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)be sure to follow financial planner life on youtube  for extra content about a career within financial  Planning  click herebelow 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  = Click here -Why we need more female financial Planners = Click Here -Financial planning Salary Guide = Click here -guide to maximizing your career as a financial planner = Click Here -if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam.oakes@recruitukltd.co.uk or call 07854778712you can also connect with sam Oakes on LinkedIn  - Click Here  - - 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 on the financial planner life podcast is wealth adviser Benjamin Beck from Nigel Grice and associates.Born and raised in Norway, Benjamin moved to England aged 21, and spent 6 years in the Army before starting a career in financial planning. Let’s face it, getting into the financial planning profession without any experience can be difficult and confusing, and it was no different for Benjamin.  This is why Benjamin has taken to LinkedIn to offer free career guidance and mentorship to those just starting out on their financial planning journey.    We coverAdmin to a financial planner in 18 months, his journey. Transitioning from the Army to Financial Planning. How to secure an interview without any experience in financial planning. The power of community and mentoring.  The openwork Financial Planner AcadamyJargon busting job advertsWhy picking the right qualification route is vital. The importance of soft skill training.I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-)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  = Click here -Why we need more female financial Planners = Click Here -Financial planning Salary Guide = Click here -guide to maximizing your career as a financial planner = Click Here -if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam.oakes@recruitukltd.co.uk or call 07854778712you can also connect with sam Oakes on LinkedIn  - Click Here  - - -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.

Lots of people ask me 'What's the best route to becoming a financial planner? should I start as an IFA administrator and work my way up to paraplanner and then step into the role of a financial planner,  or should I jump straight into a trainee financial planner role? This week's guest on the financial planner life podcast is the recently level 4 qualified Hanna Hunt from Radcliffe & Newlands believes that starting as an IFA administrator is the best route to becoming a financial planner.I Loved talking to Hanna about her journey from IFA administrator into Paraplanning and moving towards her next goal of a financial planner.Hanna clearly loves what she does, she’s a fantastic role model for young women who are considering a career in financial planning. She had a respect for every job role in financial planning, and deep gratitude for those that have helped her on her journey to becoming a financial planner.We cover:Why when you have a goal of becoming a financial planner you shouldn’t dismiss starting as an IFA administrator. The differences between IFA admin and paraplanner, and what to expect in each job role. The importance of a good mentor, and why on the job experience whilst studying for your level 4 is the way forward. Smashing the stereotype that working in financial planning is boring, instead, it’s a problem solver's dream job! Not everyone passes their exams in 7 months, and that’s OK! We talk about what the Cii route is like and why taking your time isn’t a negative! An outline of the route from IFA admin to trainee financial planner.I hope you enjoy the podcast, please leave a 5-star review and feedback if you did! :-) 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  = Click here - Why we need more female financial Planners = Click Here -Financial planning Salary Guide = Click here - guide to maximizing your career as a financial planner = Click Here - if you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sBegin 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.

 Is there an art to delivering training within financial planning? Natalie Bell from the Art of finance definitely  believes so.This weeks guest on the financial planner life podcast is Natalie Bell  director of culture and engagement at the verve group and managing director of  ‘The Art of Finance’ The Art Of Finance delivers a blend of practical and technical training to aspiring compliance, administrators and paraplanners . We cover •  #wearechange their charity that aims to attract more people to the financial planning profession.•  The need for practical and technical training within financial planning.•  Why financial planning firms are outsourcing their training to ‘The Art of Finance’•  From zero experience to paraplanner in 2 years. To find out more reach out directly to Natalie Bell on Linked in or reach out to sam oakes sam@financialplannerlife.comfor careers and job opportunities within financial planning check out www.Recruitukltd.co.Uk 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.

“In Australia, I was an experienced Financial planner holding the equivalent of chartered status. However, when I moved to the UK that equated to 30 CII credits! I quickly realised I had to leave my ego at the door, retake my exams and adapt to the UK market.”And that’s exactly what Jason did, spending several years in a client relationship manager role, retraining and passing exams, and eventually securing a role with Irwin Mitchel as a personal injury financial planner.I’ve always enjoyed representing financial planners in the clinical negligence and personal injury space and Jason shares deeply about why this is the perfect role for him and how Andrew Nicholson of Recruit UK helped him find the perfect role.  - The role of a personal injury specialist, and why this financial planning niche is so rewarding.    - Similarities and differences between the UK and Australian financial planning profession. - Challenges faced when stepping into the UK Financial planning profession from abroad.  - Why he has decided to set up a YouTube channel and focus on social media marketing. if you are looking to progress your career within financial planning reach out directly to Sam Oakes or take a look at www.recruitukltd.co.uk for the latest job opportunities.  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.