Podcasts about paraplanner

Are you a young professional pilot looking to build a solid financial foundation? In this episode, we sit down with Lisa Rosenthal, COO, Nolan Clark, Associate Financial Planner, and Jon Schultz, Paraplanner, to discuss strategies tailored for young professionals aiming for long-term success. From understanding your unique financial behaviors to establishing savings priorities, you'll learn about the steps you need to take to secure your future. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/btpycmpt 

Send us a textIn this episode of Financial Planner Life, Rebecca Livesey introduces Parapool, a gig-based, online marketplace that is revolutionising the paraplanning profession. By offering a flexible and scalable marketplace for paraplanners and financial advisers, Parapool addresses the current issues of rising paraplanning costs and talent shortages. Becky explains how advisers can save up to 40% on paraplanning costs while paraplanners gain control over their workload and pricing, creating a more efficient and adaptable financial planning ecosystem.Becky also discusses the future model of Parapool, one that fosters collaboration rather than competition,  offering paraplanners not only jobs on their terms but also career development and networking opportunities. She emphasises the importance of ensuring quality work through bid thresholds, protecting paraplanners from undervaluing their services. This creates a sustainable, high-quality marketplace that serves both advisers and paraplanners well, even amidst rising client demands and increasingly restrictive regulations.Tune in to discover how Parapool is addressing the critical shortage of paraplanners in the profession, and how its gig-based model is reshaping talent management in financial planning - making financial planning more agile, cost-efficient, and collaborative.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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textWhat does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered paraplanner, is nothing short of inspiring. She shares how her analytical strengths and passion for financial planning have shaped her career, offering valuable insights for women aspiring to make their mark in this predominantly male-dominated profession. Communication is the cornerstone of any successful financial planning team. In this episode, Paola elaborates on the crucial relationship between financial advisers and paraplanners, emphasising the benefits of fostering a team atmosphere. She reveals how paraplanners can enhance client confidence by simplifying complex financial information, and discusses the unique perspective non-native English speakers can bring to the table. Celebrating the achievements of women in finance, Paola advocates for greater diversity and inclusion, making a compelling case for why the profession needs more female leaders.Paulas story of ambition and growth is both motivating and instructive. After significant personal milestones, such as the birth of her daughter, she returned to work with renewed vigor, tackling challenging qualifications and securing a promotion to chartered paraplanner. She highlights the importance of continuous learning, viewing failure as a stepping stone rather than a setback. By sharing her experiences at Foster Denovo, including the firm's impressive gender diversity and people-centric approach, Paula underscores the significance of personal growth and development within the company. Her journey serves as a testament to the power of ambition, resilience, and the pursuit of excellence in one's career.  if you are interested in joining Foster Denovo  - Click 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Send us a textFrom his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised  approach to financial planning, and shares his experiences working with a diverse array of clients, from high net worth individuals to the mass affluent. Learn how Matt balances the demands of investment management with comprehensive financial planning.Ever wondered about the critical role of paraplanner in the financial planning profession? Matt Finch sheds light on the multifaceted challenges these professionals face, from managing hefty workloads to tackling ongoing professional exams. Discover the essential contributions paraplanners  make to advisory businesses and why their value in the profession should be recognised and rewarded. Hear about the supportive communities like the Paraplanner Club, which provide networking opportunities and foster professional growth among paraplanners and administrators.If you're contemplating a career in financial planning or looking to advance within the field, this episode is a must-listen. Matt discusses career progression, from administrative roles to financial advice positions, and the significance of mentorship programs in facilitating these transitions. Whether you're re-entering the workforce or navigating firm consolidations, Matt's advice on clear career pathways and development plans will guide you toward success. Plus, learn about the role of academies in accelerating career advancement and how mentorship can be a game-changer in your professional journey.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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Our host Charlie Chami talks in depth with Kim Sare about her career, from being the youngest Chartered Financial Planner in Wales, to setting up a successful outsourced paraplanning business and finally realising her ambition to run her own Chartered Financial Planning firm.https://www.linkedin.com/in/kimsare/ Private Client Networkhttps://www.privateclientnetwork.co.uk/ https://www.linkedin.com/company/private-client-network/ https://www.instagram.com/private_client_network/ https://www.youtube.com/@ThePrivateClientPodcast Host: Charlie Chamihttps://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Host: Simon Tuttonhttps://www.linkedin.com/in/simontutton/

This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millionaire CEOs. Ceri's journey from a broad clientele to a highly specialized practice offers invaluable lessons on the power of niche marketing, strategic networking, and mission-led content. She shares her experience and expertise in financial abuse, narcissism, and conflict-free divorce practices, shedding light on the complex dynamics of high-net-worth divorces.Discover how Dan Priestley's coaching transformed Ceri's approach to business, helping her identify and target the specific needs of her clients. Ceri talks about the unique challenges women face divorcing wealthy and powerful men, and her mission to eliminate financial vulnerability and empower women to become money savvy. The discussion highlights the importance of finding a target market that aligns with one's personal and professional goals and the role of impactful content in articulating a clear vision. Learn the nuances of navigating financial advisory relationships, especially in cases involving narcissism and financial abuse, and the supportive role advisors can play in these difficult times.Ceri also delves into her innovative approach to business development, moving away from traditional networking to building a strong online presence through LinkedIn and other social channels. She shares insights on creating meaningful connections with like-minded professionals and the value of being "Googleable" through strategic content such as podcasts and blogs. This episode is a must-listen for anyone in financial planning considering niching down, as it is packed with actionable advice on specialization, client relationships, and building a business that not only thrives but also makes a significant difference in the lives of its clients. If you are interested in joining the St James's Place Academy  - Click 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 hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner and Paraplanner. They explore why living legacies are becoming more popular, the main reasons behind these being used, and the ways advisors are working with clients to achieve this. Lukasz de Pourbaix LinkedIn: https://www.linkedin.com/in/lukasz-de-pourbaix-gaicd-12711416/ Robert Daniele LinkedIn: https://www.linkedin.com/in/robert-daniele/ Jamie McIntyre LinkedIn: https://www.linkedin.com/in/jamiemcintyre1/ Our research highlights strategies you can implement now into your practice in the ‘Great Wealth Transfer': https://ensombl.com/go/20240327 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Joey Covolo is a paraplanner with Blue Heron Capital based out of Denver, CO, and he joins the show today to share how he transitioned into the financial planning profession—even though it wasn't initially on his radar. After starting out as a sports journalism major in college, he pivoted to business and used a personal connection to leverage an internship that ultimately set him on the path to becoming a planner.  Listen in as Joey opens up about how being raised by a dedicated single mom, who made numerous sacrifices, inspired his unique path. He also talks about the pursuit of his CFP certification, explains his strategic move to a smaller RIA, and offers valuable advice for new planners entering the field.  You can find show notes and more information by clicking here: https://bit.ly/3V9c05I

Today we welcome Brandon Lovingier, the Enlisted Money Guy on the podcast. Brandon has created some really great content out there to serve his fellow servicemembers and shares his journey of financial successes and lessons learned. In addition to his prolific content creation, Brandon is also a virtual paraplanner - all while still being on active duty.   We discuss Brandons' personal finance experiences, his curiosity to learn more about money that led him to the CFP/ChFC program, and his relentless experimentation of creating content including doing paid ghostwriting for other planning firms.  There are a lot of helpful resources mentioned in this podcast that will also be in the shownotes so be sure to check them out. I especially love how Brandon is still in the middle of his career journey and looking ahead to what comes next after active duty life and when he can do even more of this work he loves. Connect with Brandon on LinkedIn: https://www.linkedin.com/in/brandonlovingier/  Paraplanner resources: https://yourvirtualparaplanner.com/paraplanner-resources/ Start 100K: https://start100k.com/podcast/  Enlisted Money: https://enlistedmoney.com/ https://www.instagram.com/enlistedmoneyguy/

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 cBegin 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! 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 hereExperienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. 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.

This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai tool aims to automate tasks for financial advisors in order to free up their time to focus on clients, as well as the potential opportunities of adopting such a tool. Paraplanner.ai Website:   https://www.paraplanner.ai/    Denis Konoplev LinkedIn: https://www.linkedin.com/in/onedenisk/ Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/ Curiosity Corner (Sleeptown):  https://sleeptown.seekrtech.com/  Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231117 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Join us in this episode, where we're joined by Anthony Lyon, the Managing Director at IIP Dealer Group. Anthony provides us with a unique licensee perspective on the evolving world of financial advice, shedding light on why more and more advisers are venturing towards self-licensing. In this insightful conversation, we dive deep into the role of Artificial Intelligence in the industry and explore Anthony's predictions about future technology at the licensee level. Discover how AI is reshaping the way financial professionals operate and how it's influencing the decisions of advisers and licensees alike. Whether you're a seasoned Paraplanner or someone intrigued by the transformative power of technology in the financial sector, this episode offers a wealth of knowledge and foresight. Tune in now to gain invaluable insights and stay ahead in the ever-evolving landscape of financial advising. To connect with Anthony on LinkedIN linkedin.com/in/anthony-lyon-2463446a/. You can also learn more about IIG Dealer Group at https://www.iipdealergroup.com.au/

Discover the secrets to a harmonious marriage and a prosperous financial life in this engaging panel discussion. Join us as we sit down with our team members at Leading Edge Planning, including Betsy Wheeler, Paraplanner, Kevin Gormley, Principal, Jon Cremer, Financial Advisor, and Nolan Clark, Paraplanner, to explore the intricate relationship between marriage and money.  You can find show notes, resources and more at: https://tinyurl.com/mwjvtm5p 

Ready to embark on your paraplanner journey? We've got you covered with insights, advice, and valuable resources.

Are you thinking of pursuing a career in Financial Planning, but don't know where to start? Do you want a job as a Financial Adviser, Paraplanner, Administrator or Mortgage & Protection Adviser, but need the skills and qualifications to do so? Well, the search is over! We have a very special episode of the Financial Planner Life podcast for you this week as we officially launch the Financial Planner Life Academy with NextGen Planners! We're joined by Adam Owen, Director and Head of Content at NextGen Planners, a community of forward-thinking, innovative Financial Planners who share ideas and best practice with their peers.  At Financial Planner Life, with the help of NextGen Planners, we have created the first fully independent training and development platform for those looking to begin their career in Financial Planning!   In this episode we discuss how the Financial Planner Life Academy can help you establish your goals, gain the relevant qualifications and develop crucial soft skills necessary to carry out your desired role, all from within a community of like-minded individuals on the same journey! Find out more here:      https://recruitukltd.co.uk/fpl-academy/00:00:00 | Intro 00:02:52 | Why we chose to train through the Cii 00:12:05 | Support 00:17:58 | Future training and development programmes 00:21:01 | The career path 00:26:57 | Who the academy is open to 00:32:32 | Mental health and wellness 00:38:55 | Conclusion 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! 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 hereExperienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. 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.

There's a lot of talk at the moment about AI and the role it will play when it comes to Paraplanning. The reality is, a lot of SOA's are simply not being read and in this episode, I talk with Andrew Whelan who is the CEO of Dash Technology to take us through what he is seeing advisers already achieve with AI and how we apply it in our own Paraplanner roles. DASH Technology Group can solve any or all of your critical business issues across the entire financial planning process. They offer the full spectrum of advice solutions, starting with fact find, next generation modelling and advice delivery, ending in investment execution. It is modular, integrative, flexible, and completely tailored to your advice practice. This means, you can take the piece that helps you now, and then grow your usage over time using solutions from our Advice Marketplace. Andrew Whelan is the CEO of DASH and is an industry expert when it comes to the delivery of financial advice. He has worked for a variety of financial planning software firms, run and sold a paraplanning and template consulting business, and has seen the evolution of the advice industry firsthand over the last 25 years. Connect with Andrew :  https://www.linkedin.com/in/andrew-whelan-72270a3/ https://dash.com.au/

This week's guest on the Financial Planner Life podcast is Lauren Gifford from Butler Toll. This episode is a serious thought provoker for anyone navigating a career path within Financial Services and could give you the clarity you need to make decisions around your career progression plan! Lauren has been in Financial Services since before the 2008 financial crash, where she was advising in Mortgages in a building society environment. Like many others in her situation, the financial crash caused Lauren to rethink her career prospects, which ultimately led to her obtaining a PA/Administrator role within a small Financial Planning firm whilst raising a family. Lauren talks us through her entrance into the Financial Planning profession, what she learnt in the early stages of her career that helped her in the long run, as well as what advice she would give to someone who's unsure of the rate they should be progressing at. Qualifications, as we all know, are an essential part of a Financial Planning Professional's career, and Lauren talks us through what qualifications she obtained, when she obtained them, and reflects on the value they added at that stage in her career. We discuss the process that Lauren undertook when seeking a Trainee Financial Planner role, including how she set out clear expectations to prospective employers at interview stage, in order to outline what she was looking for in her career, an important conversation a lot of job seekers might be apprehensive to have! Lauren is a huge advocate for the ‘believe in yourself' mindset, this might just be the episode that gives you the motivation to rethink your career goals, explore your greatest ambitions, and pursue your dream position within the not-so-daunting world of Financial Planning!00:00:00 | Intro00:01:45 | How Lauren got into the profession00:06:56 | Moving from Mortgage Advice into Financial Planning00:10:22 | Experience in Administration before Financial Adviser role00:11:23 | Qualifications00:15:35 | Career Progression - Paraplanning00:22:02 | Finding opportunities as a new financial planner00:25:42 | Career Progression - Financial Planner00:28:36 | Paraplanner vs Financial Planner Roles00:34:46 | Advice looking back00:35:45 | Women in Financial Planning00:40:05 | Personal Development & Confidence00:43:14 | Clients00:48:01 | Year 1 as a Financial Adviser 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. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. 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.

Welcome back! This week on the Financial Planner Life podcast, host Elena Stephenson speaks with Laura Ripley, Chartered Financial Planner at BRI Wealth Management, and expert in client rapport building.  Laura has taken some leaps of faith in her career, being adept in a Paraplanner role, before being encouraged by her employer at the time to step into an Adviser role. This step, along with others, cemented the importance of mentorship for Laura, and instilled the benefit of having a strong support network around you to aid your progression.   One of Laura's main passions within her role as a Financial Adviser is developing strong relationships with her clients. We discuss how understanding your clients' needs and taking time to get to know them on a personal level can help massively when working with them.  Laura is part of an industry minority in that she is a female Financial Planner. We take a look into diversity within the Financial Planning profession, and how although there has been progress around diversification in recent years, more can and should be done.  Coming from a standpoint of moving from a technical Paraplanner role into a client facing Adviser position, Laura knows a thing or two (hundred) about soft skills development and gives some key tips for those looking to develop in this area, explaining how leaning on those around you can help accelerate this.  This week's episode is a handy playbook for anyone aspiring to be a great Financial Planner with long-lasting relationships with their clients, built on trust and understanding!  Time Stamps  00:00:00 | Intro 00:01:23 | About Laura's career 00:03:39 | Talking mental hurdles to take the next step 00:05:03 | Employer support and encouragement 00:07:11 | Building client relationships 00:08:38 | Tailoring approaches & building trust 00:16:42 | How to encourage more women into the profession 00:17:49 | Important skills to have 00:23:00 | Passion for the career 00:24:15 | Soft skills & education 00:28:12 | Meeting clients 00:33:15 | How to personalise your approach to clients 00:39:09 | 3 most important soft 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. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. 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.

This episode of Rise of the Paraplanner is all about the process of implementing the video Statement of Advice (SOA). My guest is James Wrigley - Principal and Financial Advisor with First Financial. James is right in the middle of this process, so it's very fresh for him! In this conversation we talk about the expected effects of the video SOA for a Paraplanner's role, the expected results for his business, and the expected response from his clients. If you are a Paraplanner and you're concerned about the future of your role, this is a must listen. The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/

What actually is a video SOA and what will it mean for Paraplanning? Well today I am talking to someone who is actually implementing the video SOA in their work. My guest this week is Daniel Donovan - Financial Advisor and Head Of Operations at Verse Wealth. Dan talks us through how Verse Wealth has implemented Video SOAs and the outcomes they have seen as a result of doing so. Hopefully this discussion will answer a lot of the questions and confusion about the video SOAs and what impact it's going to have for Paraplanning. The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/

Welcome back to another episode of the Financial Planner Life Podcast and this week's guest is Jamie Barnes from Pembroke Financial Services. An Adviser for just under a year, we reflect on Jamie's career to date, why he made the decisions he did at different stages, and what he would have done differently if starting again. We discuss in depth what is required on a personal and professional level, in order to maximise your progression in your Financial Services Career. Jamie spent around 10 years as a Paraplanner, a role that he was very comfortable doing, but always had aspirations of stepping into advice. Having an entrepreneurial spirit from a young age, Jamie still carries that same mindset with him today, with aspirations of continuously progressing his career. Unfortunately, experiencing age discrimination as a young adviser, not wanting to rattle the cage of his bosses, and a lack of personal confidence all played a big part in hindering his rate of progression.  Jamie offers his thoughts on transferable skillset's, transitioning between roles within a Financial Planning business, and how self-belief and confidence plays a big part in your rate of progression. We also look into how now is the time for firms to invest in bringing new talent into Financial Planning, and what can be done to further encourage second careerists and graduates to enter into the industry. We dive into how your LinkedIn profile is your shop window in Financial Planning, even as an individual navigating your career journey, and how showcasing your skills, experience and connections can be used as a marketing tool. This episode truly is a toolkit for success when it comes to moving your career in the right direction, so give it a listen and take the first steps toward securing your dream job!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. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. 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.

Welcome to AI for Paraplanners: 101. My two guests this week help me wrap my brain around AI and automation, and its predicted impact on the Paraplanning profession. I am joined by Alex Gassner and Katie Cirjak from Scale Up Paraplanning. Alex is the General Manager and Katie is the Practice Development Consultant. In this episode, we try to dispel the negativity surrounding the subject of AI and talk about how we can use AI to optimise and improve our work. This is a must listen for anyone interested in the ever-changing subject of AI. Enjoy! The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/

The idea behind today's episode is to help our listeners who have multiple pensions and don't know what to do with them. We're going to discuss an approach that you can take, and share stories to illustrate it.We'll be explaining the term "consolidation," and discussing when it's appropriate to use it and when it's not.  We'll also talk about the technical reasons why pensions should be kept separate in some cases.We'll also be sharing stories from people who have multiple pensions and were able to consolidate them successfully. One whose pension was difficult to sort out due to numerous employments, but with our tips, she was able to consolidate and organize her pensions more efficiently.Another came to us with ten different pensions and had no idea about their value and nature. They initially thought they had only tens of thousands saved, but actually had a few hundred thousand in a pension pot. By bringing all the pensions together, they was able to plan for their retirement, providing them with well-being and reducing the need for full-time work.By the end of the episode, you can declare "paperwork bankruptcy" on some of your pension paperwork. We hope that this episode helps you understand your finances better and gives you some strategies for managing multiple pensions. So grab a cup of coffee, and let's dive into the world of pensions.

With advancements in tech happening at a rate of knots, what will the future of Financial Advice and Paraplanning look like? In this episode I'm joined by Peter Worn. Peter is the Joint-Managing Director at Finura Group, a company that delivers technology solutions to support better advice. Peter and his team give advice to Financial Advisors about how to make their tech successfully work for them. In this episode he talks about the process that Advisors and Paraplanners can go through to identify the types of tech that they need, what the future of Paraplanning looks like in the next couple of years, and what we can do to get the most out of tech. This is a must listen for all you tech-savvy Paraplanners out there! Enjoy! The Rise of the Paraplanner is powered by Contract Paraplanning Services: https://contractpps.com.au/

Whether you are a novice or experienced investor, it is critical to review your investment portfolio at least once per year – but particularly during times of uncertainty and volatility. A portfolio review can help you evaluate and confirm your strategy, ensuring alignment with your financial goals, and much more. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kayla Waller, Paraplanner at Bautis Financial, to guide you through five important considerations to make when you conduct an investment portfolio review. In this episode, you will learn:How to review the risk you are taking with your investments and adjust your asset allocation.Why significant positions that represent a large percentage of your portfolio should be considered during an investment portfolio review.Reasons for consolidating accounts in your portfolio.Reasons for opening new accounts in your portfolio.How to create a plan for periods of market volatility.And more!Resources:Episode Transcript & Blog | Complete the Checklist | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

Alex Hopkin is the Founder of Simply Paraplanner, an online job board that connects virtual paraplanners with firms seeking virtual hires nationwide. If you are seeking a virtual paraplanner role, this is an episode for you! Listen in as Alex talks us through her path to becoming a financial planner, starting with the scholarship she received and the challenges she faced as a military spouse seeking a virtual position in a field that had few options for remote work. You'll learn about her online platform, the benefits of virtual work for both job seekers and firms, and how this will continue to shape the industry moving forward. You can find show notes and more information by clicking here: https://bit.ly/3MMAbCy

Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career journey to date, different options available for those seeking a career in Financial Advice and what's in store for the next generation of Financial Planners! We cover many subjects ·       The variety of options available for starting a career in financial planning·       Helen's thoughts on independent vs restricted financial advice·       Transitioning from Paraplanner to Financial Adviser·       Educating the next generation on the importance of financial planning·       Confidence building tips for those who aren't naturally extroverted Helen has a really positive outlook on the industry and the way the next generation thinks about their money. A breath of fresh air to what is often portrayed in the media, this is a great episode for both prospective financial planning professionals and those with an established career in the industry. Hope you enjoy it. 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. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. 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.

*Trigger warning of discussions on suicide* Charlie is back on the podcast, her first episode of 2023, and coming in strong, talking with Gillian Wilson about mental health and menopause in the professional environment. You lovely listeners know that here at Financial Planner Life we are not afraid of taboo subjects or having conversations about traditionally “uncomfortable” subjects. And this episode is testament to that.  Gillian Wilson is a remote working Paraplanner who first entered the world of financial services in 1990. She undertook a variety of roles before taking a break to study and pursue a passion for performing arts.  Gillian is a big advocate on the importance of ensuring good mental health in the workplace and a sustainable manner of working. Be that remotely or in office. She shares with us the difficulties the impact of a suicide can have. She also gives us tips on how to maintain a good level of mental health and how to “re-zen” during stressful periods.  This is an emotional rollercoaster episode. 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. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. 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.

It's episode #29 of the Cash Rules Everything Around Me podcast with your host, Jason Matthews of Matthews Financial & Insurance Solutions! In this episode, Jason and co-host Norm Schriever cover:•Wu Tang Clan facts and trivia!•Introducing Ephrem Stefanos, Paraplanner, Jason's new Junior Advisor.•California is now the #4 economy in the world – surpassing Germany!•Looking at the latest (very surprising) jobs data.•Why has the stock market been cooking to start 2023?•A podcast listener question – where can I safely park my money right now?•The (scary) state of credit card debt in America.•A shout-out to KTVU for having me live in-studio twice recently to talk finances!•Jason's NBA finals prediction.

Joining us today on the Financial Planner Life podcast is Alexandra Vind, Director of Chapter House Wealth Management, and a Chartered Financial Planner Alexandra has worked within the profession for an impressive 18 years, predominantly as a Paraplanner! So naturally we talk about her career, why she moved around from company to company, what she learned along the way and why she now cannot work for anybody else.We talk about how she set up her Financial Planning firm with her husband and why she went  down the route of becoming directly authorised rather than the network route. She shares deeply about this journey, the sleepless nights, the high moments, the costs, the sacrifices, the time it takes and loads more.  This episode is a raw and incredibly honest look  at what it takes to set up a directly authorised firm. Absolutely. Fantastic conversation with Alexandra today. We hope you enjoy this episode.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. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. 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.

Financial Planner Life, Career Accelerator programEpisode 1: Are you where you want to be in your career?  In this episode we encourage you to take a hard look at the reasons why you are looking for a new job opportunity in financial planning, we offer some guidance around what you should be considering and doing before you start that time consuming and often emotional draining process of searching for a new job, which we cover in episode 2.   In this episode we cover the following • Why it's important that you sit down with your current employer to discuss your reasons why you are looking to move on, with a focus on how to approach the salary increase conversation and what evidence you can gather to reflect your worth in the market.  • Why leaning into a trusted recruiter within the financial planning space, such as Recruit UK is a must at this early stage of your job search. *   • What does your current companies' career competency framework look like?  What does the next two years offer you if you stay? No framework? No clear career path to reach your goals? Alarm bells should be ringing. • Large firms or small firms, what's right for you? • Are you holding yourself back? Why holding a mirror up to yourself is so important when considering any career move. Remember that we often take our personal problems with us. Can you hand-on-heart say that you have done all you can to improve your current situation? • What is a toxic culture, and are you working in one? Is it affecting your mental health? if so its time to move on. • Employee wellbeing: Does your current company invest in yours?  • And loads more!  *If you would like to lean into a Recruiter at Recruit UK to understand your options further, please click here to book a private consultation.  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here. 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.

We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management.  Lucy has taken a unique approach to a career within the Financial Planning profession. Coming into it as an apprentice straight from secondary school, she spent years immersed in the profession before taking exams to become a Paraplanner. But after multiple retakes she conceded Paraplanning wasn't for her. But how do you stay in and progress through a profession you love without the “fundamental” building blocks?  In this episode we find out exactly how Lucy did just that. Identifying her strengths and using them to carve a career path through the Financial Planning profession that has brought her fulfilment.  But there are challenges that come with such an unorthodox approach and we love how open Lucy is about the struggles she faced throughout.  ·      How you can thrive without needing to become a qualified Paraplanner or Financial Advisor·      Starting and running a non-financial planning business in a financial planning profession·      How she managed this with a young child·      Some of the prejudice that women STILL face in the profession·      The value that the profession brings not only to the clients but those that work within it Hope you enjoy it! 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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here. 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.

Higher education might be the priciest purchase in a person's life. So why are there still so many questions about when and how to put money aside for that specific expense? Amy and Mike invited financial planner John Skomski to share strategies for investing in college. What are five things you will learn in this episode? Is it reasonable for families to expect the full cost of college to be covered by scholarships and grants? How much should an average family set aside for college? When is the best time to begin saving for college? What are some optimal long-term saving strategies for college? What are some good strategies for investing when college is a year or two away? MEET OUR GUEST John Skomski has over a decade of experience helping people visualize and achieve their ideal futures. He's worked alongside hundreds of families, assisting them in setting goals and removing obstacles to their success. He started his career right out of college as an academic coach, advising students and their families regarding the courses and cost structure of earning their degree. He joined Best Times Financial in 2014, and began as the firm's Paraplanner, where he focused on guiding clients through the trademarked Custom Wealth Architect process. He and Kevin Best also created Cash Flow Discovery, a financial planning process that provides clients with a straightforward guide along each step toward their financial independence. In 2017, John launched his own financial planning practice within Best Times, specializing in designing financial plans that provide clients with strategies for wealth creation and retirement. He works with a broad range of individuals, from retirees to working professionals, and advises them in the areas of cash flow, investments, insurance and education planning. He also leads the firm's seminar program and teaches several courses in the community each year. John has a Bachelor of Science in Business through Thomas Edison State University in NJ and is a CERTIFIED FINANCIAL PLANNER™ Professional, the highest certification achievable in financial planning. He holds FINRA Series 7 and 63 securities registrations, as well as all requisite state and insurance licenses required to implement financial plans. John resides in Rochester with his wife, Natalie, and 3 children. He enjoys spending time with them, keeping freshwater aquariums, football and home AV systems. They also enjoy volunteering with their church and at local community events. Find John on LinkedIn or 585-504-3600.  LINKS John Skomski's personal page Think. Live. Repeat. Podcast RELATED EPISODES UNDERSTANDING YOUR COLLEGE TUITION BILL WHAT IS A NET PRICE CALCULATOR? RETURN ON INVESTMENT IN COLLEGE ABOUT THIS PODCAST Tests and the Rest is THE college admissions industry podcast. Explore all of our episodes on the show page. ABOUT YOUR HOSTS Mike Bergin is the president of Chariot Learning and founder of TestBright. Amy Seeley is the president of Seeley Test Pros. If you're interested in working with Mike and/or Amy for test preparation, training, or consulting, feel free to get in touch through our contact page.  

Jennifer Anderson is the co-owner at McClarren Financial Advisors based out of State College, PA, and she joins the show today with paraplanner Rose Porter to discuss the ins and outs of hiring new paraplanners right out of school. If you are joining a small RIA firm directly after graduating from a CFP program, this is definitely an episode you won't want to miss! Listen in as Jennifer shares the “why” behind her firm seeking to hire new paraplanners out of school, how they executed a successful search strategy by reaching out to local CFP programs, and what made them interested in Rose as a potential candidate. You'll also hear Rose discuss the biggest challenges and fears she had coming out of school and starting in the paraplanner role, her tips for new planners seeking to get hired, and why she knew that her current firm was the right fit for her. You can find show notes and more information by clicking here: https://bit.ly/3UwugSy

Bethany Park is a paraplanner at Stonebridge Financial Planning Group based out of Orlando, FL. She joins the show today to discuss her path into the financial planning profession from a teaching career. If you are considering changing careers and joining the financial planning profession, this is an episode for you! Listen in as Bethany shares why she transitioned out of her teaching career and into financial planning, what got her interested in financial planning as a profession, and how she secured her first position in the industry. We also discuss the reasons she joined her current firm, why working with a ‘women in transition' client niche is a perfect fit for her, and the most difficult part of transitioning into the financial planning profession. You can find show notes and more information by clicking here: https://bit.ly/3i7y92P

This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd. Rory is a second career-ist and today he shares his story of how he got into the financial planning profession. He left a decent career at Amazon and took a pay cut because he saw the long-term benefits that a career in financial planning could offer him and his family. He goes into depth about taking his exams and tells us exactly when and how he secured his first employed role in the profession. Rory also tells us about the career progression path from Paraplanner to Adviser that was laid out in front of him by his employers and how he took matters into his own hands to speed up the process. Rory was initially concerned that a role in financial planning would just be a target driven sales role but he is pleased to say that the reality is different to his expectations. Today Rory offers loads of value to all aspiring financial planners so make sure to tune in. We cover: Rory's career journey How Rory changed careers and made the switch into financial planning Using your network from your previous career Employed vs self-employed Expectations vs the reality of working in financial planning  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.       Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation. Check out the 2022 Financial planning Salary Guide here.    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.     

This week Sam is joined by Chartered Financial Planner Danielle Lecomber who is self-employed under Hall and Costello Wealth Management Ltd. Danielle didn't start out as a financial planner, her career began as a Paraplanner so we dig deep into that role, what she took from it and why she decided to move into financial planning. She is a keen advocate to promote this profession to more women and in fact was nominated for an award at the Women's Financial Advice Awards in 2021. Danielle didn't set out to become a financial planner, she actually went to university to study law but made the transition into financial services when she worked out that Law wasn't the right career path for her. Danielle's story is proof that it's possible to make a career pivot and she has never looked back! Today she shares with us how much she enjoys building meaningful relationships with her clients whilst helping them achieve their financial goals. Danielle has a social media account called Thought Provoking Finance which you can check that out here: https://www.facebook.com/DanielleLecomberDipPFS We cover: Danielle's profession journey and career pivot The pressure for young people to pick a career path Advice for young people wanting a career change Personal development & mentorship The biggest learning experience as a financial planner The benefit of being Chartered   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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   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.  

This week Charlie is joined by Rebecca Kowalski, sustainable finance specialist and director of Overstory Finance. Today Rebecca shares her financial planning career, from Paraplanner to business owner. She explains how she helps forward thinking financial planning firms to fully enter their sustainable investment comfort zone. Maybe they simply lack in-house resource and expertise in the sustainable investment space or perhaps they are worried about recommending inappropriate investment solutions to their clients. Rebecca tells why this area of financial planning is her main focus, the barriers that she's faced when talking about sustainability, the real life impacts the climate crisis is having and she gives some great advice for those looking to get into sustainable finance. We cover: Rebecca's career journey What service does Overstory Finance provide? What is sustainable investing? How the conversation around financial planning has changed Advice for someone wanting to get into the sustainable side of the financial profession  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   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.  

About Michelle Lambell: Michelle Lambell started her career in financial services in 1999 with Capel Cure Sharp (latterly Gerrard and Barclays Wealth) as an Assistant Investment Manager. She completed her stockbroking qualifications in 2003 and worked as part of the Investment Management team, undertaking both advisory and discretionary investment management. Michelle took a career break following the arrival of her two daughters, spending time both as a mum and running her own arts and crafts business. Michelle then returned to financial services in 2013, initially in a part time role within a Credit Union and then full time in 2014, as a Paraplanner and then as an Independent Financial Adviser. In late 2017, Michelle achieved the status of Chartered Financial Planner and Fellow of the Personal Finance Society. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances. In line with her values Michelle completed a financial coaching course during 2020 and early 2021 and achieved the status of Certified Financial Planner in May 2021. Michelle specialises in all aspects of pensions including pensions on divorce, retirement planning and investments. Key discussion points from this episode include: · Why you should seek advice from a pension's specialist. · Michelle breaks down what a pension is. · Whether you should have a pension and when you should start contributing to a pension. · The benefits of contributing to a pension via your employer. · The benefits of contributing to a pension if you are self-employed. · Michelle's advice to a young person who is undecided about opting in to a workplace pension scheme. · Inheritance tax benefits of building up your pension pot. · Michelle's definition of each Wealth Cornerstone. Contact and work with Michelle Lambell: Website: https://tmplimited.co.uk Instagram: https://www.instagram.com/michellelambellmoney/ Work with Tsitsi and follow The Wealth Conversation Book a Power Hour: https://calendly.com/thewealthconversation/power-hour LinkedIn: https://www.linkedin.com/in/tsitsi-mutiti-chartered-fcsi/ Facebook: https://www.facebook.com/thewealthconversation Instagram: https://www.instagram.com/thewealthconversation/ Download The Wealth Cornerstones Guide: https://thewealthconversation.com/free-guide/

This week Sam is joined by Danielle Arnold, head of Paraplanning for Bespoke Wealth Limited. Danielle disproves the myth that Paraplanners are introverts. She is most certainly not an introvert, in fact, before she started her career in financial planning, she was training to be a helicopter pilot! Danielle shares with us why it's important for a Paraplanner to work alongside a good financial adviser who can offer mentorship and include them in client facing activities. Danielle explains how the Paraplanner can be the eyes and ears for the adviser and ultimately help deliver the best experience for the client. A great episode for anyone wanting to enter the financial profession and rise through the ranks. We cover: Danielle's career journey including her different roles Advice for anyone who wants to get into the profession Financial education in schools Getting women into the profession Training, mentorship and a career pathway Financial advisers and Paraplanners working together  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   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.  

This week Sam is joined by Susie Laws, co-owner and director of Fiducia Wealth Management. Susie is a Chartered Financial Planner, a fellow of the PFS and she is also a 2 x Financial Adviser of The Year winner (East Anglia and the Midlands) in the Women in Financial Advice Awards, wow! Today we talk about her career journey, from Paraplanner to Co-Owner of her own firm. Susie also shares the biggest challenge she has faced as a woman in the profession, creating a great company culture plus tips on wellbeing in the workplace.  We cover: Susie's impressive career journey How to attract and retain the best talent Women in leadership roles Having children and a career Entrepreneurial motivation 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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   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.   

Do you think introversion may keep you from a successful financial planning career? Turns out that isn't the case! Joining me on the podcast today is Emily Haberkern, a financial advisor with Evangelista & Associates in Ann Arbor, MI who has proven that being an introvert doesn't mean you can't have a successful planning career. In this episode, she talks about getting started in financial planning, how she worked her way up through the ranks over the last 14 years, and how her career exploded after she ultimately embraced her own introversion. Listen in as Emily opens up about her early realization that she wanted to be a financial planner and how she racked up almost four years of planning experience while attending college at the same time. She also discusses how she found the right position and firm where she could use her strengths and skills, how she got 35 referrals from her clients last year, and other ways she has found to grow and contribute to the success of her firm. You can find show notes and more information by clicking here: https://bit.ly/3utEBn4

This week Sam is joined by Natalie Cooke, a Paraplanner from Iron Market, to chat about her career journey from an administration role to Paraplanning. More importantly we talk about self-confidence and self-belief. How much of that do you need to get ahead in the financial planning profession? Do you have confidence in your employer to support you on your career journey and do they have a personal development & mentorship programme? Natalie thinks that this support is vital to move your career in the right direction, without this it's easy to stagnate in a role that you've fallen out of love with. We cover: Natalie's career journey What does an administrator role entail? How Iron Market are supporting career progression What firms can do to attract more females into the financial planning profession Advice for someone who wants to move on up in their career  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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   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.   

Born and raised in Iowa, Tim Monson lives in eastern Pennsylvania with his wife and four sons. Tim values seeing people live their lives with focus. His goal is to bring value to the lives of those around him in practical ways, and there are few better ways to do that than building trust through helping clients find clarity and purpose in utilizing their money to enjoy their lives. In this episode, Tim joins the show to discuss his current role in our team and share a bit about how he got started in the industry. Tim believes you must treat people the way you want to be treated, and this is a phrase he lives by, which is evident in his work. Listen in as he shares the value of having a thick skin and the importance of ensuring you are doing the right thing—not the thing that makes everyone happy. What You'll Learn: The value of having thick skin. Why you should always treat people the way you want to be treated. What Tim has learned throughout his years. How he ended up working with the Fiat team. Tim's core values. Ideas Worth Sharing: “Treat people the way you want to be treated.” – Tim Monson “Don't always do things to please people—do things because it's the right thing to do.” – Tim Monson “[The most important elements] are quality, value, and trust.” – Tim Monson Resources: Tim Monson: Fiat Wealth Management | LinkedIn The Alchemist by Paulo Coelho

Alex Hopkin from Simply Paraplanner sat down with Jason L Smith to discuss the Power of Paraplanners within the 5-rung ladder of the Advisor Career Path. Alex also shares how you can utilize their online job platform to find and hire the right Paraplanner for your business.

Happy New Year from all of us here at the Financial Planner Life podcast. This week Sam is joined by Lisa Tipton, director of financial planning at New World Financial Group. Lisa shares her career path with us, from Paraplanning, to compliance, to now running her own firm. This is an interesting one because both Lisa and her business partner have a compliance background rather than a client-facing one. We dive deep into the role of a Paraplanner, Lisa explains how she is making financial planning inclusive for everyone, plus she shares some great insights & tips about starting a financial planning firm. A great episode for any aspiring entrepreneurs but particularly those currently in a Paraplanner role. We cover: Lisa's career journey Quitting the safety of a job to go self-employed A Paraplanner's career path and timescales A deep dive into the role of a Paraplanner Coaching and mentorship Making financial planning accessible for everyone  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! 

About Michelle Lambell: Michelle Lambell started her career in financial services in 1999 with Capel Cure Sharp (latterly Gerrard and Barclays Wealth) as an Assistant Investment Manager. She completed her stockbroking qualifications in 2003 and worked as part of the Investment Management team, undertaking both advisory and discretionary investment management. Michelle took a career break following the arrival of her two daughters, spending time both as a mum and running her own arts and crafts business. Michelle then returned to financial services in 2013, initially in a part time role within a Credit Union and then full time in 2014, as a Paraplanner and then as an Independent Financial Adviser. In late 2017, Michelle achieved the status of Chartered Financial Planner and Fellow of the Personal Finance Society. Michelle has a passion for providing financial advice, guidance and education to everyone, regardless of their gender, age or current circumstances. In line with her values Michelle completed a financial coaching course during 2020 and early 2021 and achieved the status of Certified Financial Coach in May 2021. Michelle specialises in all aspects of pensions including pensions on divorce, retirement planning and investments. Key discussion points from this episode include: · Michelle shares here motivation for pursuing a career in financial services - 02:43 · Why you should seek advised from a pension's specialist - 3:56 · Michelle breaks down what a pension is - 06:22 · Whether you should have a pension and when you should start contributing to a pension – 07:27 · The benefits of contributing to a pension via your employer - 09:14 · The benefits of contributing to a pension if you are self-employed – 11:30 · Michelle's advise to a young person who is undecided about opting in to a workplace pension scheme - 13:43 · It is never too late to start contributing to a pension - 15:05 · Inheritance tax benefits of building up your pension pot - 16:45 · Michelle's definition of each Wealth Cornerstone – 17:41 Contact and work with Michelle Lambell: Website: https://tmplimited.co.uk Instagram: https://www.instagram.com/michellelambellmoney/ Follow The Wealth Conversation: Facebook: https://www.facebook.com/thewealthconversation Instagram: https://www.instagram.com/thewealthconversation/ Connect with Tsitsi at www.thewealthconversation.com

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! 

We are living longer than ever before, and many of us are continually searching for ways to improve our lives. Traditionally, you'd work until you were around 65 and then retire and pursue your passion or see the world.  But what if you didn't have to wait until age 65 to find the freedom and security to pursue your true purpose? Work is a huge part of our lives, and even when things seem secure they can change very quickly. So what might it look like to take a chance on yourself and strike out on your own?   In this episode, listen for Reasons to strive for financial independence and how achieving it can help you continue your true purpose in life. How to navigate this new time in which people are living longer than ever before in human history and what that means for finding financial independence. How might life change if you move toward financial independence through entrepreneurship? Andrew Bencivenga is the Paraplanner for Bona Fide Finance. His experience as an ex-pat entrepreneur gives him a unique perspective on entrepreneurship and financial planning.   Must-listen Moments:  [03:04] Hear how Andrew became an ex-pat entrepreneur in South Korea. [09:17] What is Financial Independence? [20:34] What prevents people from becoming entrepreneurs?   Read all the show notes, get the resources discussed, and follow our FI Entrepreneurship journey at https://bonafidefinance.com/   Follow Links: Bona Fide Finance: https://bonafidefinance.com/ Student Loan Tax Experts: https://studentloantaxexperts.com