Financial Planner Life Podcast Sam Oakes

St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy?  - click here

Episode Overview:


In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's Place. Natasha's journey from podcast listener to financial planning prodigy is nothing short of inspiring. After launching her career influenced by this very podcast, Natasha quickly ascended through the ranks, graduating from the St James's Place Academy and becoming one of our most celebrated guests. Today, she shares the pivotal experiences and key learnings from her second year in the field, offering invaluable insights into Networking, Online Presence, and Client Meetings along with the continual support she receives from St James's Place. 


Key Highlights:


The Journey Continues: Natasha reflects on her progression since her last appearance, detailing the evolution of her career and the impact of her initial podcast episode, one of the most downloaded in our history.Networking Mastery: With an impressive track record of attending 120 networking events in just two years, Natasha dives into the nuances of effective networking. She discusses the importance of intrinsic networking, engaging first impressions, strategic preparation, maintaining connections, and the art of follow-up. Her preference for LinkedIn as a networking tool provides listeners with practical advice for enhancing their online networking strategy.Building an Online Presence: Natasha emphasises the significance of a strong online presence for personal branding and client engagement. She shares her successful strategies for visibility, including podcast appearances and social media engagement, and reveals which platforms have yielded the best results for her.Client Meeting Strategies: Natasha offers a behind-the-scenes look at preparing for and conducting client meetings. From comprehensive preparation to utilizing prompt sheets for different meeting types, sticking to a process, and the importance of client and mentor feedback, she provides a roadmap for effective client interactions.The Power of Partnership: Natasha speaks to the essence of the 'St James Place Partnership,' highlighting the support, community feel, training opportunities, and the unique partnership experience that has fuelled her growth and success.Looking Ahead: What does theBegin 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 here

Check out the 2023 Financial planning Salary Guide here.

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. 

Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, structured career development, and the undeniable importance of financial education in today's digital age. Josie's narrative invites us to consider the infinite possibilities that await in the financial planning sector for those with the drive to succeed.

This episode unpacks the realities of growing within the financial planning industry, offering listeners a front-row seat to Josie's progression from administrative beginnings to a commanding practice manager role. Her experiences shed light on the dual art of cultivating technical know-how alongside essential relationship-building techniques, proving that success in this field hinges on juggling both with grace. Josie's insights into professional trajectories will resonate with anyone looking to carve out their own path in this dynamic space.

Listen in as we navigate the nuances of supporting advisors and clients, the strategic importance of personal development plans, and the delicate balance required in management roles. Josie's candid reflections on the rise through the ranks of financial planning not only offer guidance but also celebrate the personal satisfaction that accompanies each new career milestone. Her story is a beacon for ambitious individuals, illuminating the diverse pathways to achievement in the financial planning profession.
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 here

Check out the 2023 Financial planning Salary Guide here.

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. 

Her path, influenced by personal connections and a drive for inclusivity, echoes throughout our discussion, offering a fresh perspective on finding one's niche in the often-intimidating world of finance.

 At First Wealth, Phoebe's story unfolds within a firm that prides itself on being a B Corp, valuing impact on society and the environment as much as client satisfaction.

Navigating the financial industry is no small feat, yet Phoebe does so with grace, balancing client engagement and advisor support within First Wealth's unique 'pod' system. 

Her candid sharing of the challenges and triumphs of pursuing professional qualifications, like the CII Level 4 Diploma in Regulated Financial Planning, underscores the importance of resilience in personal growth. 

Her position as a B Corp leader further illuminates how non-traditional roles within finance can spearhead positive change, proving that every team member can have a profound influence on a company's ethos and action.

This episode takes a sharp turn into the significance of diversity and inclusive financial education, both of which are transforming the finance landscape. As Phoebe discusses initiatives like Thrive, co-founded by Robert Kaplan, it becomes clear that democratizing financial advice is not just a dream but an actionable goal. 

The platform's mission to break cycles of financial illiteracy is a testament to the evolving face of finance—one that embraces different backgrounds and strives for an inclusive future. 

Whether you're in the financial sector or simply curious about the people that shape it, Phoebe's insights offer a compelling narrative on the power of inclusion and education.
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 here

Check out the 2023 Financial planning Salary Guide here.

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions, the gravity of true independence in advising, and how embedding core values into a company's framework resonates deeply with clients and employees alike.

Imagine a financial planning industry that thrives on mentorship, knowledge-sharing, and a philanthropic heartbeat. That's the vibrant tapestry we explore in this episode, highlighting the mentorship of industry mavens like Alan Smith, the camaraderie within Next Gen communities, and the altruistic pulse of the Outlaw Foundation. Our conversation traverses the landscape of how these rich interactions and our B Corp journey attract kindred spirits looking to use their financial acumen for the greater good.

In a world where technology's tide is relentless, we confront the challenges and the imperatives of digital integration within financial services. Listen as we discuss bridging the technological rift to enhance client relationships, creating bespoke digital portals, and selecting growth strategies that elevate service quality. We're also sharing a glimpse into our own aspirations and the collective mission to steer financial planning into a force for good, because, at the end of the day, it's all about crafting a legacy that outshines the bottom line.
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 here

Check out the 2023 Financial planning Salary Guide here.

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today!

Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success.

From his transition out of corporate finance into the heart of impacting lives through financial planning, Matt shares the profound satisfaction he derives from his role.

Our conversation traverses the crucial pathways of talent attraction, retention, and the creation of career development plans—core components that Matt believes are essential to cultivating a dedicated workforce and a thriving business environment.

As we navigate the complexities of building a financial planning business, Matt offers a candid look at the dual hats he wears—an adviser and a managing director. He illuminates how incorporating specialised financial planners and paraplanners enriches the client service experience, resembling a mini family office.

Matt’s anecdotes about client acquisition, leveraging referrals, and practice buyouts reveal a tapestry of strategies needed for a sustainable financial firm. The dialogue also touches upon the balancing act of cash flow management and the profound impact of investing in employee growth, drawing from a corporate-style banding system that fosters clear career progression.

Looking toward the horizon, Matt delves into the future of financial planners, emphasising the shift from a sales-centric industry to a respected profession. He shares his passion for aligning personal values with professional goals and cultivating the next generation of advisers, equipped with a structured career development framework. This episode is not just an exploration of leadership within a financial planning firm but also an inspiring testament to the power of vision, values, and dedication to personal and client fulfilment in the financial industry.

Join us for this wealth of knowledge, whether you’re an emerging financial planner or an industry veteran seeking to deepen your understanding of business growth and leadership dynamics.

Links
Join St James's Place
Follow Matt Fowler 
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 here

Check out the 2023 Financial planning Salary Guide here.

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Talent Attraction Partnership Special   - Foster Denovo are Hiring - click here for jobs

On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube.

Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession, as we sit down with Roger Brosch, the visionary CEO steering this dynamic business.

Ever wondered what it takes to align a company's culture with the personal values of its team? This candid episode offers a deep dive into how Roger has shaped a management team that not only excels in performance but resonates with the core principles of the business, setting a benchmark for successful leadership in the highly competitive financial planning sector.

Embark on a journey through the strategic mind of a CEO as Roger Brosch discusses the intricacies of nurturing high-performance teams and the significant role of cultural fit amidst acquisitions and talent attraction.

The financial planning landscape is ever-changing, and staying ahead requires a growth mindset that embraces transformation and champions resilience. Gain invaluable insights into how Foster Denovos recent growth spurt is part of a broader industry consolidation, offering a beacon of wisdom for smaller firms navigating operational connectivity, a client centric proposition and succession planning.

Lastly, get ready to explore the transformative role of financial planning careers in the modern workforce and how companies like Foster Denovo are revolutionising financial wellness and employee satisfaction.

This episode doesn't just stop at career advice; it goes on to address the evolution of pension products, the changing face of retirement, and how empathetic relationship-building remains the cornerstone of professional success.

Join us for a thought-provoking conversation with Roger Brosch,  a blueprint for building a people-centered business, and Foster Denovos  impressive growth trajectory.

Links
Join Foster Denovo - check out their careers page here.
Follow Roger Brosch here




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 here

Check out the 2023 Financial planning Salary Guide here.

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.