Financial Planner Life Podcast

This week Sam is joined by Chartered Paraplanner Sian Davies Cole. Sian is the director of Plan Works, an outsourced Paraplanning company but she is also the co-founder of the Paraplanner Club, a free mentorship programme for current and aspiring Paraplanners to connect with mentors and mentees. Sian’s great work helps people gain community & support whilst promoting this great career path within the financial profession. For more information on the Paraplanner club and to join, visit their website: https://www.theparaplannerclub.co.uk  We cover: What is the role of a Paraplanner? Why Paraplanners are important to Financial Advisers and why a good working relationship is so vital. The power of mentorship. Sian’s career journey. What type of Paraplanner does your firm need? Outsourcing Paraplanners vs employing in-house  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.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out! Financial Planner Life is sponsored by Redmill AdvanceWhether 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.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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 have a new host! Ali Topan will be hosting episodes on the Financial Planner Life podcast focused on mortgage careers. Ali is joined by Jon Stones, the director of Mortgage 1st. We discuss how Jon got into the industry, how he maintains harmony within his team, advice for anyone looking to be self-employed within mortgages as well as his passions away from work. It’s also very interesting to hear what Jon doesn’t like about the mortgage industry and how he thinks things can be improved. We cover: How COVID-19 affected Mortgage 1st and why they were more prepared than most Lead generation and why it’s vital to Jon’s business Working with a spouse The advantages of being self-employed How to ensure that you have the right personnel within your team Jon’s bugbears with the mortgage industry  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.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!  Financial Planner Life is sponsored by Redmill AdvanceWhether 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.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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 Sam is joined by financial planner Ciaran Ruttledge, 1 year into his role at Ablestoke Financial Planning. Ciaran actually contacted Sam through the podcast around a year ago and said that he wanted to become a financial planner and now he’s going to share that successful journey with us. For obvious reasons this is the perfect episode for anyone wanting to emulate Ciaran’s career move but it’s also very valuable for anyone looking for any job! This conversation is packed full of job-hunting advice. Sam even shares some tips from the recruiter’s perspective. What are recruiters looking for and how can you stand out?  We cover: Realities vs expectation of a financial planning role Transferable skills The importance of having a network How to stand out from the crowd Work/life balance Competent adviser status  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.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!  Financial Planner Life is sponsored by Redmill AdvanceWhether 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.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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 Sam is joined by Robert Stringer from Stringer Mann Chartered Financial Planners. Sam and Robert talk very deeply about mental health and the lack of open and honest conversations within the financial profession. Tragically Robert lost is son, Hector to suicide because he was struggling with his own mental health. Robert was able to turn this devastating event into something positive by setting up a charity, Hector’s House, which raises awareness of why it’s so important to look after our mental health, preventing other families from going through the turmoil that his endured. Sam is also very honest about his own struggles with mental health, including his issues with addiction and how he turned his life around. Sam explains that part of the solution was community, proving that not only is it okay to say “I'm not okay” but in fact it’s vital to recovery.  A powerful and inspirational episode this week for anyone who might be struggling with mental health and a very eye-opening conversation for those who aren’t. More information on Hector’s House can be found here: https://hectorshouse.org.uk We cover: The lack of mental health conversations in the male-dominated financial profession What is a good financial planner and how can they offer their clients peace of mind? Signs of depression and poor mental health What can be done to improve your mental health? Robert’s heart-breaking story of his son’s suicide Living with addiction and how Sam turned his life around  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.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out! Financial Planner Life is sponsored by Redmill AdvanceWhether 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.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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 Elena is joined by trainee Paraplanner Kate Evans from Lucent Financial Planning Ltd. Kate is a 2nd career-ist which means that she left a comfortable and successful career to try something completely different. Kate proves that it’s never too late to change careers and she shares with us exactly how she broke into financial planning. It turns out that Kate had a lot of transferable skills so this career change was not as scary as you might initially think. This is the perfect episode for anyone who is thinking of a career change, you’ll leave thinking, “If she can do it, then so can I!” We cover: Why it’s important to pass your exams How Kate entered the financial profession through networking, not job adverts Exactly what she said when introducing herself to potential employers How to make finding a job, your full-time job Transferable skills  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.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!  Financial Planner Life is sponsored by Redmill AdvanceWhether 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.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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 Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s like to be a female financial planner who is also from an ethic minority background, how we can encourage more people from these backgrounds into the profession and the importance of educating young people about money. Why is it such a taboo subject? Lena is such an inspirational character, not only is she the director of her firm but she also brings her community together through coaching and networking events. We cover Lena’s thoughts and experiences on what it’s like to be from an ethnic minority background in the workplace How we can encourage more people from ethic minority backgrounds into the financial profession Advice for people who are financially dependant A fellowship vs a university degree The benefits of community & coaching  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.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!  Financial Planner Life is sponsored by Redmill AdvanceWhether 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.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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 Sam is joined by Marie Smith, Relationship Director at Cooper Parry Wealth. Marie was recently promoted from a Paraplanning manager to her current position and we talk about the lack of females in leadership roles within financial planning. It’s predicted that 53% of UK millionaires will be female by 2025. That’s a lot of wealth that women will need advice on and who will they seek this advice from when currently less than 15% of financial planners are female? This represents a fantastic opportunity for any budding female financial advisers out there and Marie’s success will surely be an inspiration to many. We even get the opportunity to talk about the Foo Fighters so what’s not to like? There’s something for everyone at the Financial Planner Life Podcast! We cover: How wealth distribution between men and women is changing Book recommendations for career development The importance of mentorship and how to find a mentor Inspiring the next generation of female financial planners Learning & development and how Cooper Parry have supported this  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.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out! Financial Planner Life is sponsored by Redmill AdvanceWhether 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.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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 Elena is joined by Jasmine Lambert, Chartered Financial Planner & Managing Director of family run Redwood Financial. Jasmine is proof that you don’t have to go to university to have a successful career within financial planning, there is huge value in getting work experience and learning on the job instead. Jasmine shares her career journey with us, how she believes that family run businesses can be inclusive to everyone plus she gives us some top tips on building confidence and nailing client meetings! We cover: What it’s like being a young female financial planner The transition from a financial planner into management Practical learning vs theory. What you can’t learn in a textbook Getting client facing experience The power of visualisation How to encourage more students/young people to join a wealth management firm  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.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!  Financial Planner Life is sponsored by Redmill AdvanceWhether 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.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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 Elena is joined by Chartered Financial Planner Tom Hopson from HFMC Wealth LLP. Tom faces a particular challenge in his career, he’s young! Did you know that 58% of financial planners are due to retire within the next 10 years!? This means that young planners like Tom are rare and more will be needed to fill the gap. Tom shares with us the challenges that he faces as a young financial planner, how he overcomes these challenges, plus he even gives advice to young people hoping to get into the profession. We also discuss how money seems to be a taboo topic and the only way to financial prosperity is to talk about it! We cover: The importance of career guidance/mentorship Barriers that a young financial planner faces & how to overcome them Imposter syndrome How to building rapport with your clients Advice for any young aspiring financial planners Why wealth management firms need young advisers  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.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out! Financial Planner Life is sponsored by Redmill AdvanceWhether 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.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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 Sam is joined by Nigel Borwell from Lead Tech, one of the largest lead generation companies specifically for financial planners. Nigel talks us through what a good lead generation company actually does, how to find the right lead generation company for you and what questions you should be asking them. We also discuss new legislation which is being introduced by the FCA & Google later this year to help weed-out scammers and unscrupulous lead generation companies. For more information on Lead Tech you can visit their website here: https://www.lead-tech.co.uk We cover: What is a lead generation company? What does a good lead generation company look like? How you can avoid scammers. Is it worth paying for a lead generation company vs employing an internal marketing team? What financial planners can expect when working with Lead Tech. How much does a lead generation company cost?  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.   Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/  2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/  If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!  Financial Planner Life is sponsored by Redmill AdvanceWhether 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.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe 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.