Financial Planner Life Podcast

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.

Chartered financial planner Matt Fowler discusses talent attraction, retention, and career development plans in financial planning. He shares insights on client acquisition, referrals, and practice buyouts. Matt explores the future of the financial planning industry and the impact of investing in employee growth for sustainable business success.

Talent Attraction Partnership Special   - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube. Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession, as we sit down with Roger Brosch, the visionary CEO steering this dynamic business. Ever wondered what it takes to align a company's culture with the personal values of its team? This candid episode offers a deep dive into how Roger has shaped a management team that not only excels in performance but resonates with the core principles of the business, setting a benchmark for successful leadership in the highly competitive financial planning sector. Embark on a journey through the strategic mind of a CEO as Roger Brosch discusses the intricacies of nurturing high-performance teams and the significant role of cultural fit amidst acquisitions and talent attraction. The financial planning landscape is ever-changing, and staying ahead requires a growth mindset that embraces transformation and champions resilience. Gain invaluable insights into how Foster Denovos recent growth spurt is part of a broader industry consolidation, offering a beacon of wisdom for smaller firms navigating operational connectivity, a client centric proposition and succession planning.Lastly, get ready to explore the transformative role of financial planning careers in the modern workforce and how companies like Foster Denovo are revolutionising financial wellness and employee satisfaction. This episode doesn't just stop at career advice; it goes on to address the evolution of pension products, the changing face of retirement, and how empathetic relationship-building remains the cornerstone of professional success. Join us for a thought-provoking conversation with Roger Brosch,  a blueprint for building a people-centered business, and Foster Denovos  impressive growth trajectory. Links Join Foster Denovo - check out their careers page here. Follow Roger Brosch hereBegin 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.

Experts discuss how AI is reshaping finance by enhancing adviser productivity, bridging advice gaps, and transforming back-office functions. They explore the challenges of clean data, ethics in AI integration, and the importance of human involvement in a data-driven world.

Join Alan Smith from Capital Asset Management as he discusses the evolution of financial planning, the importance of understanding clients' life stories, the impact of AI on business efficiency, and the art of building a niche personal brand in the financial world.