We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy. In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6!  where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners.    if you haven't already watched the first episode where we take a deep dive into terms 1-4 you can watch it here on Apple, Spotify, or YouTube.   Terms 5 and 6, that lay the foundation for a thriving career. Understand the meticulous selection process and the dual roles of business owner and financial planner, ensuring you're fully prepared for the financial and professional challenges ahead.Discover the invaluable support and mentorship offered by St James's Place, designed to guide you seamlessly from business owner to solopreneur. We discuss the role of Academy Relationship Managers and Development Managers and the significance of constructing a robust client base. Learn how the academy's structured approach and bespoke financial aid help foster self-sufficiency and continued growth, transforming your financial advisory career.Finally, explore the opportunities and benefits that come with joining the St James's Place Academy. Hear about the comprehensive training on business sale purchases and the essential strategies for talent attraction and retention. Whether you're starting your own business or joining an existing practice, gain the insights needed to ensure a well-prepared and successful entry into a career in financial advice.  Tune in for practical advice on engaging with the academy, attending open events, and initiating conversations that could change your career path. interested in joining the academy? 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.

Special guest Ceri Griffiths, specializing in advising women divorcing multi-millionaire CEOs, shares her expertise in financial abuse, narcissism, and conflict-free divorce practices. She discusses the challenges faced by women divorcing powerful men and her mission to empower women financially. The podcast highlights the importance of niche marketing, strategic networking, and impactful content creation in the world of financial planning.

Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative.  Reach out if you are an adviser interested in joining Hoxton in the UK or abroad.  - sam@financialplannerlife.comBe 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.

When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so crucial. We talk about the book she wrote - ‘Life’s Good it’s the Disease That’s  Problem’ and  how this is being used in financial planning academies and  financial planning firms. Hazel's book not only guides professionals in the field but also serves as a beacon for anyone grappling with life's uncertainties.We talk about why life protection, and financial planning is so important. By purchasing her book, our listeners aid in the continuation of Hazel's philanthropic endeavors, reminding us all that preparedness isn't just about the numbers—it's about the life those numbers allow us to lead.To buy Hazels Book - https://lifesgoodbook.co.uk/To contact Hazel to give a talk - https://lifesgoodbook.co.uk/contact/Hazel’s Linked in profile - https://www.linkedin.com/in/hazelcarter-hodgeBegin 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.

Join financial planning expert Paul Taylor as he shares his journey from cold-call beginnings to £100 million AUM. Explore client acquisition, emotional intelligence, and the art of active listening. Discover the importance of mentoring in the financial planning landscape and unlock strategies for successful client interactions and business development.

Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sector, he's on track to become a financial planner by 25, a testament to the power of mentorship and seizing opportunities.This episode uncovers how companies like Foster Denovo are crafting a new era of financial advising that encourages rapid career progression and nurtures young minds like Ryan. The conversation highlights the critical role of mentorship in shattering the stereotype of the gray-haired financial advisor and the importance of attracting youthful talent to revitalise an aging industry. Mentorship, as Ryan experienced, isn't just career development—it's an industry revolution.As we wrap up, we touch on the profound influence financial planners wield on their clients' lives, linking fiscal health to emotional well-being. Ryan and I explore the emotional rewards that come from guiding individuals toward financial milestones, the significance of financial literacy, and how technology is poised to redefine the industry landscape. Looking ahead, we anticipate the excitement of a new guard of advisors ready to uphold the legacy of those before them, with Ryan's narrative serving as an inspiration for a vibrant future in financial planning.If you are interested in joining Foster Denovo - Click here for current Vacancies 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.

Natasha Percy-Baxter, a successful financial planner shares insights on effective networking, building online presence, and navigating client meetings. She discusses the importance of strategic preparation, maintaining connections, utilizing LinkedIn, and asking for referrals. The podcast explores the journey of creating an online brand, maximizing LinkedIn for networking, and the significance of feedback for professional development.

Join Josie Freeman on her career journey from history graduate to financial planning expert at Foster Denovo. She emphasizes the importance of mentorship, career development, and financial education. Learn about her progression through administrative roles, relationship-building techniques, and the delicate balance required in management positions. Josie's insights shed light on the evolution and growth in the financial planning industry, offering guidance for aspiring professionals.

Phoebe Ellis, Rising Star of 2023, discusses her journey from PE and art to finance at First Wealth, a B Corp. She shares insights on client engagement, professional qualifications, and the importance of diversity and inclusive financial education in transforming the finance industry.

Join Matt Pitcher from Altor Wealth Management as he discusses the ethical values and community-centric approach of his firm. Discover insights on flat fee subscriptions, true independence in advising, mentorship in the industry, and the role of technology in enhancing client relationships. Explore the journey to becoming a B Corp firm and the impact of community support on charitable initiatives within the business.