Financial Planner Life Podcast

Bobby Sahota, a passionate financial planner, shares insights on client care, manifestation, and visualisation. She emphasizes the importance of being vulnerable with clients and surrounding yourself with supportive individuals. The podcast also discusses the significance of culture, values, and social media in financial planning careers.

Welcome to the first episode of 2024! And what a fantastic episode to get us going! Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode.  We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IFA business, Libertas Financial Management, along with his two business partners. Now in the third year of Calum’s journey with Libertas, we learn about his thought process behind the decision making, how he planned for a thriving business and how he generates meaningful leads. From his early days as a sports enthusiast and recipient of a Sports Studies and Marketing scholarship at the University of Sterling to now being the owner of his own company, Calum stands as a shining example of a dedicated and passionate financial planning entrepreneur. Hope you enjoy. 00:00:00 | Intro 00:01:48 | Callum’s career journey 00:08:36 | The first role you should take in Financial Planning 00:10:41 | The transferable value of sales skills 00:14:02 | Restricted vs IFA 00:17:07 | Year 1 going self employed 00:22:18 | Where to start when going self employed 00:26:16 | Deciding remuneration 00:32:38 | Client acquisition 00:36:33 | The easy approach to financial advice 00:41:54 | Vital questions for vital answers 00:48:15 | Converting first meetings into paying clients 00:52:30 | Fintech 00:59:19 | How to find best practices for your business 01:03:59 | Why build a financial advice business? Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

Julie Flynn, Director of Bree Wealth, discusses her journey into financial planning, barriers faced, empowering women in the field, promoting diversity, importance of financial education, and transparency in fees. Inspiring insights for aspiring and seasoned financial planners alike.

Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group! Sam’s experience in Financial Planning puts him a cut above the rest when it comes to navigating a career as a Paraplanner. After taking on the role himself, Sam moved into managing a team of successful Paraplanners, and has seen some of his colleagues make serious waves in the world of Paraplanning as a career choice since then. We establish the value of strong back-office support when it comes to running a successful business, highlighting areas which are often overlooked by those focusing solely on their front line, Financial Advisers. Sam now trains, upskills and academically supports Paraplanners looking to excel their career in Financial Planning, meaning he knows he’s in a position to give some highly valuable guidance to those in this niche, yet increasingly recognised role.  If you’re a business owner, wondering what you can do to supercharge your back-office, or a Paraplanner, looking to be the best version of yourself in your career, this is the episode for you! Time Stamps 00:00:00 | Intro 00:05:28 | Quick fix to improve your business 00:10:08 | Progressing Paraplanners 00:17:59 | The Paraplanner Club 00:28:24 | Step outside the business to improve the business 00:34:44 | Influence a pay rise 00:48:42 | Rockstars and Superstars 00:58:51 | How to become a better manager 01:07:38 | Mental health 01:23:34 | Outro 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.  If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/ Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.  Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/  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. #financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcastBe sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strategic approach to building introducer relationships. This duo of Adviser/Directors are hell-bent on building up the Evergreen brand to become the go to firm for anyone looking for Financial Advice, whether that’s tomorrow, or ten years from now. They understand that although not everyone is ready to pay service fees and invest assets, education around Financial Planning for those who need it at a lower level, proves infinitely valuable for the clients of the future. The Evergreen boys have built a business model that inspires collaboration, delegation and honesty, whilst also striving for solution based financial planning for clients, all starting with the question “What can WE do for YOU?”, an open question that gives clients a chance to speak freely and highlight their goals and concerns when it comes to managing wealth. We get the feeling we’ll be seeing a lot more of Evergreen in the future, so watch this space.  Time Stamps 00:00:00 | Intro 00:01:18 | How are you feeling out of 10? 00:03:45 | What's exciting in financial planning now 00:05:38 | The next generation of clients 00:14:01 | Solutions to the advice gap 00:16:35 | How Evergreen Financial Planning started 00:20:18 | Partnering from across the country 00:24:20 | High performing strategy to attract clients 00:28:23 | Building trust 00:35:55 | Key processes 00:43:51 | The value of marketing 00:49:05 | Working with professional introducers 00:56:51 | Quick qualifying questions 00:58:36 | The outreach process 01:01:32 | Elevator pitchBe sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd. Ben started his career straight out of education, as an apprentice client services administrator within a Financial Planning firm, moving into paraplanning after 2 years, before pursuing his qualifications and becoming a Financial Adviser. Ben undertook an apprenticeship in Financial Planning at a time where entering the profession was in no way a well-lit path, so Ben is in a position to offer some really valuable insight into how to effectively start your career in Financial Planning. We talk about the way in which the industry is changing for the better when it comes to early careers, and how starting to allow more accessible and inclusive options for getting into Financial Planning is the right way to inspire an influx of new talent.   After his time as an employed Financial Planner, Ben made the decision to become Self-Employed, which in itself presents a new set of challenges. Ben talks us through the journey, what to consider if you’re looking at your options for Self-Employed and how to take a calculated approach to this transition.  Time Stamps  00:02:21 | Ben's first years in Financial Planning 00:04:33 | What you need to enter as an Administrator 00:08:18 | Apprenticeship  00:10:40 | Exams and qualifications as an Administrator 00:13:40 | Speed of progression 00:16:01 | Nurturing employee's 00:17:44 | Employed to self-employed journey 00:21:07 | Client acquisition 00:23:00 | Building client connections 00:29:29 | Why going self-employed isn't scary 00:39:31 | How Ben makes money self-employed 00:42:36 | Is going self employed as a new academy graduate a bad idea? 00:52:42 | Quick wins for income as an Adviser 00:56:04 | How Ben caters to lower income clients Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

 Bonus EpisodeIn this short episode, we empower you with a rinse-and-repeat strategy for marketing yourself out to financial planning firms to secure interviews and at the very least a solid network to lean into as you gain more qualifications and experience, this is perfect for those studying without experience, and looking to get their foot in the door or on their radar! are you looking to start your qualifications and gain valuable soft and practical skills? you need to sign up to the financial planner life academy Drop me a follow on LinkedIn for more content. Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.

In this engaging discussion, Paola Forsberg, Founder and CEO of Paola Forsberg Consulting Ltd, shares her expertise in lead generation for financial planners. She explains how to supercharge your LinkedIn strategy to attract clients and build genuine relationships. Paola emphasizes the importance of targeted messaging, the effective use of automation, and crafting compelling profiles. She also highlights the significance of personal branding and ethical lead generation practices. Tune in for valuable insights that could transform your networking approach!

Maria Mushtaq, Award Winning IFA Administrator, discusses the crucial role of administration in Financial Planning firms. She highlights the variety of career prospects for administrators and emphasizes the importance of client relationships. The podcast explores the transition from law to financial planning, regulatory environments, skill transferability, and the significance of financial planning exams in building foundational knowledge.

The Financial Planner Life hosts Sam Oakes, Elena Stephenson and Charlie Scott were recently invited to speak at The Chartered Institute for Securities & Investment (CISI) Changefest event, to talk all things careers in Financial Planning.  This was a chance for us to champion the profession of Financial Planning, raise awareness of the abundance of opportunity out there for those entering the industry, as well as offering expertise on securing a position in a firm. We covered:-        Roles within Financial Planning-        Salaries, qualifications and relevant skills-        Financial Planning as a career choice-        Opportunities for future Financial Planners-        Diversifying the profession-        The value Financial Planning offers to clients-        Niching to suit your interests-        Financial Planning Academies-        Alternative routes into the professionWe also answered some great questions from the audience of aspiring professionals exploring their future career prospects. We thoroughly enjoyed the opportunity to speak at Changefest, who knows, we might even see some of those in attendance on the podcast one day!Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? drop Sam a message.