Financial Planner Life Podcast Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.
“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.”
I love this quote from Chartered Fellow Richard Mikdadi, a partner at Tilney.
I’ve known Richard for over a decade - we sat opposite each other when we both worked for Aviva. I knew back then that he was destined for great things, and that day came when he got to be a guest on The Financial Planner Life podcast.
Joking aside, Richard was a fantastic guest who shares some absolute gems around a hugely successful career in UHNW financial planning.
Not one to be missed!
Some of the topics covered:
· The benefits of being a Chartered Fellow, both for the planner and clients.
· Financial Planning for UHNW clients: is a different skill set required?
· Why understanding your clients’ hopes, dreams and fears will make you a better financial planner.
· Teamwork makes the dream work: why surrounding yourself with experts is a must.
As per usual if you want to connect with Sam Oakes click here and if you are looking for a new job within the financial planning industry check out Recruit UK a leading national financial planning recruitment agency.
Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
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