Financial Planner Life Podcast

This week Sam is joined by Sean O’Brien, Financial Planner at WH Ireland. Sean has set up a group called The Foundation to help support young financial planners who are struggling to connect with like-minded professionals in the local area of Dorset & Hampshire on the South Coast of England. Today Sean tells us why he set up The Foundation, we discuss mental health as well as the power of community and how it can support successful and happy careers. The average age of a financial planner is 55 so it can be an isolating place for the younger generation. If you’re interested in more information about The Foundation then you can contact Sean on LinkedIn: https://www.linkedin.com/in/sean-o-brien-dippfs-83272442/ We cover: Sean’s professional journey Why The Foundation exists and who it’s for The power of community support Imposter syndrome & mental health The challenges young people face in the financial profession The importance of people & sales 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 Ross Mackie, Chartered Financial Planner at Woodgate Financial Planning (part of the Chesterton House Group). We cover Ross’s professional journey plus we focus on career progression and how employers could/should support this. Ross highlights the great work that Chesterton House are doing to invest in their staff and explains how this can be even more important than customer care. A loyal, happy workforce will always go above and beyond for their clients. We cover: How Ross became the financial planner that he is today How he transitioned to financial advice from Paraplanning Virtual vs client facing How do Chesterton House help with employee career development? What financial planners should learn before facing clients The importance of treating staff and clients well  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 Graham Taylor, Mortgage adviser and owner of Hudson Rose Ltd. Sam stumbled across Hudson Rose via an Instagram advert and was instantly compelled to learn more due to their stand-out branding. Graham explains to us all that professionalism and looks aren’t necessarily related. Having a Mohican haircut and tattoos helps him to form deep relationships with his clients and stand out in a sea of suits and ties. Join us for a very fun and thought-provoking chat. We cover: Graham’s professional journey Marketing and how to stand out How to make customers feel at ease Employed vs self-employed Advice for any budding mortgage 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 Elena is joined by Clemence Chatelin, head of Sustainable Investing at Paradigm Norton, an award-winning financial planning firm based in Bristol, Torquay and London. Clemence shares with us exactly what sustainable investing is and how we can all get involved to help make the world a better place. Clemence also shares with us a great example of what a sustainable company looks like, the huge benefits of graduate schemes as well as the realities of being a female in the financial profession. Did you know that only 17% of financial advisers are female?! We cover: What is sustainable investing? An example of a sustainable company. The importance of graduate schemes and mentorships. What it’s like being a female in the financial profession. Encouraging more females to become financial advisers. How a low turnover of staff can be achieved  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.

Elena is joined by Financial Adviser & Vouched for 2021 Top Rated Adviser Nikki Pipping from Collective Financial Planning Ltd.  Nikki specialises in divorcees, helping women to plan their financial futures. She is able to offer that personal touch because she has lived through this experience herself. This is the key to building trust and rapport with her clients and ultimately why she is so successful. As well as the importance of client trust, Elena and Nikki also talk about the power of LinkedIn as a relationship building tool and why firms will benefit from a diverse workforce in terms of age, gender and race. We cover: How you can use your personal experiences to add value and help others The importance of soft skills and building strong relationships Why progressive forward-thinking financial planning firms need to look at the age, race and gender profiles of their financial advisers. What problems divorced women face Essential characteristics of a financial planner  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.

Elena is back in the hot seat this week and she is joined by Chartered Financial Planner & Paraplanner Sasha Wakefield. Sasha shares her professional journey with us, why Paraplanning is such a fulfilling career, how we can encourage more people to become Paraplanners and how to avoid the initial barriers if you’re new to the profession. Sasha also gives some great advice to everyone out there on the importance of building relationships through networking. We cover: Why Paraplanning is such a fulfilling career  How to avoid the barriers to enter wealth management The future of Paraplanning The power of asking for help & networking The importance of Paraplanners and the role they play How we can encourage more people to become Paraplanners  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 are joined by Chris Ball, Managing Partner at Hoxton Capital Management, based in the UAE. Chris shares his career journey with us. He left school at 18 and despite success as a tax adviser, he dropped it all at age 24 to go and work in the UAE as a financial adviser. From humble beginnings (sleeping on a blow-up mattress!) Chris worked incredibly hard to rise through the ranks, eventually setting up his own business. His entrepreneurial journey has gone from kitchen start-up to 200+ staff. Join us for an inspirational chat and some home truths about the financial planning offshore market. We cover:  The expectations and realities of working in the UAE  Work hard play hard. The social life in the UAE  How Chris started his business The risks and rewards of working in the offshore market What could a new business developer or coordinator expect in their role Are there less clients to target in the offshore market? Tax and earning potential in the UAE    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 is a special episode of the Financial Planner Life Podcast because our new co-host Elena is taking the reins for the first time. Joining her this week is James Wallis, owner of Aristotle Financial Planning. James starting his own business during a COVID-19 lockdown and today he shares his journey from an employed financial planner to business owner. James gives some great advice to anyone who is thinking about going independent, we talk about how COVID has influenced his business journey, hiring that all important first employee and the benefit of using a recruitment consultant. Join us for a pandemic-positive story! We cover: James’s transition from employed to self-employed The importance of clarifying your business vision  James’s number 1 piece of advice to aspiring entrepreneurs, JUST DO IT! The importance of establishing who your ideal client is Why it’s okay to seek advice/mentorship Hiring staff. We can’t do everything on our own.  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’re joined by Chartered Financial Planner, Tyla Phillips. We talk about his professional journey which has taken him from private banking in the UK to Dubai, where he is now a co-founder & executive director of AHR Private Wealth. Tyla decided against university and started his financial career from a young age. This may seem daunting from some, but he explains how he used this to his advantage. He also sheds light on what it’s really like working in the UAE. Can anyone get rich quick? We cover:  Tyla’s professional journey. From the UK to the UAE  The truth about working in Dubai. Are those ‘get rich quick’ days gone? How he used his youth to his advantage towards the beginning of his career Why you should be thinking long-term with your potential and existing clients The importance of a mentor How to climb to the top of the career ladder. What’s the secret?   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/  follow the financial planner life podcast on Spotify - https://open.spotify.com/show/6vdF54D6IfBGy20h6Xvt4k?si=RohuXyawSQ2jPCl-gqWMBQ  Apple - https://podcasts.apple.com/gb/podcast/the-financial-planner-life-podcast/id1505494249  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.

🚨Calling all Financial Planning business owners 🚨Are you aware of just how much you can save on outsourced training costs when using the #financialplanning apprenticeship levy to train up new hires AND existing Staff? For this bonus episode, we are joined by Carolyn Blunt of Davies Learning Solutions, an outsourced apprenticeship provider to the financial profession.Carolyn is here to clear up any confusion about apprenticeships for financial planners and the process that employers need to go through to train admin, #paraplanners, and #finacialadvisersShe tells us how an apprentice can help grow your business whilst saving you A LOT OF MONEY. If that’s not enough, it’s also a great way to help the next generation of financial advisers break through.If you think that expensive, experienced professionals are the only solution to your recruitment needs then think again!We cover:🟢 The apprenticeship Levy and exactly how much money you can save!🟢  The process of bringing on an apprentice🟢  It's not just for young people!🟢 The route for an apprentice to become a #financialplanner 🟢  The qualifications used🟢 Advice for those who are looking for an apprenticeship🟢  Advice to the employer taking on an apprenticeReach out directly to Carolyn Blunt at Davies Learning Solutions here  or book a time into her diary hereBe 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.