Financial Planner Life Podcast

Does the business you work in have a detrimental effect on your mental health? This week we're joined by Mike Jones, Founder of Better Happy, the organisation that aims to elevate the wellbeing of businesses, with the mantra of; ‘Creating happy places to work so any business can lead their industry through high levels of employee wellbeing, productivity and retention.’ Mike is a firm believer in the idea that in the UK, we have a misplaced definition of success, and often sacrifice certain things in order to improve other aspects of our lives, without looking at the effect that has on the big picture that is our wellbeing as humans. We talk about the value of routine, accountability, reflection and how these can remedy the factors that negatively affect your mental fitness, from both an employee and business owner standpoint. We look at hierarchical structures within businesses, the part they play in the wellbeing of those within the business and common mistakes that often lead to negative outcomes. On the other hand, we evaluate some key ingredients that go into designing a business that is set up for success in the wellbeing department. Whether you’re an employee who feels their wellbeing isn’t what it should be, or a business owner looking to improve your company culture, this episode will set you on the path to positive change! Time Stamps 00:00:00 | Intro 00:00:36 | How are you out of 10? 00:06:51 | Ambition 00:19:50 | Do business owners prioritise success over their personal health? 00:28:00 | Conflict & Fear 00:33:09 | Do personal transformations = business transformation 00:38:12 | The mistake of promoting employees to management 00:45:26 | Businesses can change the UK's mental health 00:55:49 | Do things for purpose 01:02:52 | Charity and generosity  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.

Ready to embark on your paraplanner journey? We've got you covered with insights, advice, and valuable resources. 📚 This is the audio version of the video found on the financial planner life YouTube channel.🤝 Join Elena and Adam and explore the path to success as a paraplanner. Whether you're aiming for exams, seeking study tips, or honing essential skills, we've got all the guidance you need. Find out more and sign up to the Financial Planner Life Academy here: https://recruitukltd.co.uk/financial-planner-life-academies/   👍 If you found this video helpful, don't forget to hit the like button and subscribe for more valuable content. Have questions or need further guidance? Drop them in the comments section below. Your journey to becoming a successful paraplanner starts here!  🎓 Stay tuned for more expert insights and career tips. Thanks for watching, and best of luck on your paraplanner career path! If you’re an existing paraplanner and are looking for a career change, check out the Recruit UK website here: https://recruitukltd.co.uk/   Time Stamps 00:00:00 | Intro  00:00:57 | Where to start 00:02:27 | Starting the exam journey 00:06:16 | FPL Academy benefits 00:09:03 | Study tips 00:14:14 | Key skills 00:17:04 | Outro Be 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.

Are you part of a group that is underrepresented in the Financial Planning profession? This week, we’re joined by Women’s Financial Wellbeing advocate and Chartered Fellow Financial Planner Samantha Secomb, Director of Women’s Wealth – Financial Planning and Advice for Women. Throughout her career in Financial Services, Samantha has identified some key behavioural differences that often come to light when talking to couples about their finances. We discuss her findings and how these were the seeds of research behind her current company, Women’s Wealth. Samantha has a burning desire to bring women to the forefront of Financial Planning, as she feels that as they are underrepresented in the industry, resulting in fewer women seeing success as a female Financial Planner as a viable and achievable option. She shares her thoughts on how as a profession, we can change this for the better. We look at empowerment of clients, making Financial Planning accessible to women who might not fit the typical client profile and how Women’s Wealth is changing this, including their focus around subscription models as a means of servicing clients. If you’re passionate about diversifying the Financial Planning profession, this episode is truly inspiring and positive outlook on the future of Financial Services, from both a careers, and client service perspective. 00:00:00 | Intro00:00:55 | Samantha's career journey00:07:50 | What made Women's Wealth happen00:13:26 | Empowerment00:29:21 | Subscription models00:37:10 | Working for Women's Wealth as a woman00:51:10 | What is keeping women in back-office roles00:56:14 | Next stages for Women's WealthBegin 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.

Ever wondered how to become a financial planning administrator?  This is the audio version of the video on the financial planner life channel, we are guiding you on your path to becoming a proficient Financial Planning Administrator! If you're eager to launch a successful career in the financial planning industry and play a crucial role in shaping people's financial futures, you've come to the right place. Join Charlie Scott and Adam Owen as they provide invaluable insights, tips, and expert guidance on the essential skills, knowledge, and tools required to excel in the role of a Financial Planning Administrator. But that's not all! To take your journey to the next level and access in-depth training, we highly recommend checking out the Financial Planner Life Academy, where Charlie, Adam and the team have curated comprehensive resources tailored to help you become a top-notch Financial Planning Administrator, paraplanner, financial advisor or mortgage advisor.Sign up here: https://recruitukltd.co.uk/fpl-academy Ready to embark on this transformative journey and discover what it takes to thrive in this fulfilling career? Hit that subscribe button, and don't forget to visit the Financial Planner Life Academy link for an even deeper dive into your financial planning journey. Your future as a Financial Planning Administrator begins here! 💼📈📚  Time Stamps:00:00:00 | Intro 00:00:57 | Where to start 00:02:21 | Qualifications 00:07:40 | Benefits of the Financial Planner Life Academy 00:11:06 | Motivation & Barriers 00:15:00 | Community 00:16:44 | After completing the academyBe 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.

Have you considered content creation as a Marketing tool for your Financial Planning business? Are you thinking of starting a podcast, YouTube channel, or social media marketing platform to bring in clients, spread your message and promote your services?  This week’s guest is George Agan, Chartered Financial Planner at Flying Colours, content creator and founder of the Principles Personal Finance YouTube channel, designed with the goal of providing “Personal finance and financial education from a Chartered Financial Planner”  We explore George’s career journey, from touring Europe as a musician, to working long hours in a call centre and eventually, embarking on his Financial Planning career journey. We talk career routes, the pros and cons to the various options available for those looking to get into Financial Planning and what to consider before doing so.   Then the really juicy stuff! George is an absolute wizard when it comes to creating content, engaging an audience effectively and the innerworkings of YouTube and how it works, all the way down to algorithms and the type of content that gets pushed to the masses.  We learned loads from George during this episode, so whether you’re navigating your career in the Financial Planning profession or are already established and looking to begin your content creation journey, this episode is overflowing with tips and tricks to get you off the ground!  Time Stamps  00:00:00 | Intro 00:02:48 | How George got into Financial Planning 00:11:26 | Routes through the profession 00:20:18 | Content creation 00:35:24 | Content creation as an employee 00:40:56 | Intellectual property rights with content creation 00:50:29 | Where is your content creation future going? 00:56:24 | Marketing strategy 00:59:06 | Sales process 01:12:23 | Targeted content creation 01:14:38 | Starting content creation in 2023 01:19:07 | YouTube SEO, is it the key?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.

Are you thinking of pursuing a career in Financial Planning, but don’t know where to start? Do you want a job as a Financial Adviser, Paraplanner, Administrator or Mortgage & Protection Adviser, but need the skills and qualifications to do so? Well, the search is over! We have a very special episode of the Financial Planner Life podcast for you this week as we officially launch the Financial Planner Life Academy with NextGen Planners! We’re joined by Adam Owen, Director and Head of Content at NextGen Planners, a community of forward-thinking, innovative Financial Planners who share ideas and best practice with their peers.  At Financial Planner Life, with the help of NextGen Planners, we have created the first fully independent training and development platform for those looking to begin their career in Financial Planning!   In this episode we discuss how the Financial Planner Life Academy can help you establish your goals, gain the relevant qualifications and develop crucial soft skills necessary to carry out your desired role, all from within a community of like-minded individuals on the same journey! Find out more here:      https://recruitukltd.co.uk/fpl-academy/00:00:00 | Intro 00:02:52 | Why we chose to train through the Cii 00:12:05 | Support 00:17:58 | Future training and development programmes 00:21:01 | The career path 00:26:57 | Who the academy is open to 00:32:32 | Mental health and wellness 00:38:55 | Conclusion 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 Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in conjunction with Financial Planners, he saw a career choice which really piqued his interest, and the rest is history! A self-described “Intrapreneur”, Ryan talks us through what this means to him and the advantages of adopting this mindset. We look at what Ryan’s qualification journey looked like, including Ryan’s opinion on whether to focus on getting qualified, or securing a position in the industry. We look back on Ryan’s first year as a Financial Planner, why he felt his situation was a fortunate one, and what things to consider when starting from the ground up.  Finally, we look at what Ryan thinks the future of employment in Financial Planning looks like, including training and development, facilitating growth, management and more. If you’re on the outside looking in, thinking of embarking on a career in Financial Planning, but wanting to do it the right way, this is the episode for you! 00:00:00 | Intro00:01:50 | How Ryan got into Financial Planning00:03:32 | Pathways & Entry Points00:10:19 | “Intrapreneurialism”00:19:55 | Gaining qualifications00:30:31 | Making changes00:38:43 | Becoming successful00:47:14 | Acquisition00:55:30 | The future of employment in Financial Planning01:03:47 | The Strength of Values and Morals01:09:28 | Self Development, Training & CommunityBegin 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, Financial Planner Life host Elena is joined by Bethany Lawton, Chartered Financial Planner at AV Trinity Ltd and Fellow of the Professional Finance Society. In this episode we focus heavily on personal development, perseverance in the face of adversity and achieving your career aspirations.  We look at Bethany’s career journey, from admin, to paraplanner being labelled as an admin, to finally being recognised for her capabilities within a firm that supported her continued progression. In fact, progression is very much the name of the game in Bethany’s view, always looking for the next growth opportunity, qualification, or accolade in her career. Bethany talks us through her strong-willed mindset and the part it has played in pushing her forward.  Bethany has faced her fair share of adversity, entering the profession at a young age, being overlooked for promotion as a result of this, but this hasn’t stood a chance at holding her back!We dive into changing the age and gender narrative in the Financial Planning profession, what companies and individuals can do to inspire the next generation, including the part that education and the school system plays in this. If you’re an aspiring Financial Planning professional, or mid-career looking to excel beyond your limits, this episode will give you the inspiration you need to improve your mindset and achieve your career goals!  00:00:00 | Intro00:00:57 | Beth's career journey00:04:05 | The exam journey00:13:00 | Mindset00:16:05 | Facing adversity00:22:50 | Navigating the interview process and employer conversations00:27:33 | Positive personal mental attitude00:29:11 | No university, no graduation00:31:43 | Changing the age and gender narrative00:36:12 | Dealing with bad apples00:39:13 | Encouraging young people into the profession00:46:06 | Paying it forward00:47:28 | Routines and non-negotiables00:50:14 | OutroBegin 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.

Attention all Financial Advisers, BDM’s, Sales Managers and Business Owners, this episode is for you! This week on the Financial Planner Life Podcast we are joined by Paul McCoubrey, Financial Planner and Director of Navigate IFA. Paul has navigated (sorry) an extensive career in Financial Services and has always championed the importance of sales prowess for Financial Planners looking to grow a business, generate leads, and build lasting relationships. We discuss how sales expertise has become a bit of a dying art in the world of Financial Advice, especially in a face-to-face capacity since the rise of Zoom and the ‘virtual coffee’. Paul takes us through some of the most successful sales strategies he’s developed over his career, including advice he gives to his team when selling in both a B2C and B2B capacity. Paul dissects his own business, explaining the set-up he’s devised to maximise growth, whilst upskilling staff in areas they can benefit from, a win-win for both employee and business. We also talk social media, the new age of marketing and personal brand, and what that has given and taken away from the world of sales.  This episode is an inside look into the playbook of a seasoned sales pro, operating in the world of Financial Planning, and is not one to be missed!00:00:00 | Intro00:01:53 | How Paul got into financial planning00:05:17 | Sales training00:11:27 | What to do to get new enquiries and build relationships00:24:07 | Commission vs ongoing fees from assets under management00:27:22 | Mortgage to protection to financial planning route00:33:11 | Shadow adviser00:38:30 | Business development00:50:03 | Social media00:59:13 | B2B01:08:00 | Advice for interviews for intervieweesBegin 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.

Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Chartered Financial Planner and Director of Gratitude Financial Planning! Freddie knows a thing or two about carving a career in Financial Planning, he’s done it! In fact, Freddie came straight out of Uni and into a graduate scheme in a large national firm, and shares his journey, experience transitioning into different roles, as well as giving tips on specific skills that can benefit you career growth.  Not always an avid book worm, Freddie rediscovered his passion for reading part way through his career and breaks down some of the books he’s found the most value in over recent years, cementing the importance of not overlooking the power of the written word as a skills builder.  Freddie has worked in multiple firms, with varying structures and processes, and outlines the pros and cons of some of these, what works well for him and why specific propositions are well suited to certain individuals. We ask the critical questions: When is the right time to set up your own business? Why Freddie has a client niche in the area he does? How is Freddie utilising social media as a means of lead generation? This episode is ideal for anyone considering setting up their own business, or those navigating a career journey with the long-term prospect of going self-employed or setting up as a solo outfit!00:00:00 | Intro00:02:44 | Freddie's career journey00:04:31 | Getting a graduate role00:06:39 | Books to read00:09:52 | Experience and skills00:12:47 | Freddie's career cont.00:14:36 | Protection, Restricted & IFA00:22:53 | Career Framework & Routes through the profession00:30:02 | Going self employed00:38:16 | Gratitude Financial Planning00:40:39 | Social Media00:44:31 | Partnering with others00:47:44 | Mental, physical and financial wellbeing00:55:53 | Consistency00:57:28 | Idea generation01:00:26 | Content creationBegin 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.