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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 today

Whether 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.&nbs

Be 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.

When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning.

In a conversation that navigates through the valleys of grief to the peaks of professional growth, Guy’s narrative is more than just an account; it's a beacon for anyone looking to understand the profound impact financial foresight can have on a family's well-being.

In the heart of our discussion, Guy opens up about the art of forging genuine bonds in the professional realm. Tearing down the walls of transactional interactions, he reveals how sharing vulnerabilities and focusing on immediate problem-solving can lead to meaningful advocacy and trust.

We also delve into the practice of asking clients reflective questions, guiding them to align their financial plans with their life ambitions. It's an approach that reinforces the concept of financial well-being and underscores the ongoing personal development crucial for Financial Planners.

As our episode unfolds, Guy imparts his strategies for staying level-headed amidst the whirlwind of business ownership. Embracing the Pareto principle, he underlines the significance of identifying key efforts that yield the greatest outcomes, achieving success and equilibrium.

Authenticity, simplicity, and clear communication emerge as the cornerstones of thriving under pressure. Whether you're navigating the high stakes of the financial industry or seeking to apply life lessons from those who do, this episode with Guy Skinner is set to inspire and enlighten.

Be sure to check out Guy Skinner's charity of choice  - Stand By Me Be - Bereavement Support 

Begin your financial planning career journey today

Whether 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.&nbs

Be 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.

Bringing a special episode for all our Marathi listeners - Pradeep Yadav, Director of Sales for Mumbai and Pune region at Policybazaar, shares why you should consider having a guaranteed return plan in your investment portfolio for a comfortable retirement.

Business owners: did you know you can have your business pay for your life insurance policy but in a super tax-efficient way on six different levels? And it costs the same as standard cover? Well, tune in today because that’s exactly what we’ll be sharing with you! if you're in business, you're in a unique position because there are greater opportunities available to you to build your wealth, helping both yourself and your family - but many business owners are not aware of these breaks.

Featured Guest: Paul Brooks, SSAS Director, WealthBuilders  

Resources Mentioned In This Episode:

Want to speak to WealthBuilders to find out more about Relevant Life Insurance? Click Here

>> WT008: Protecting Your Assets [The Roof]

>> WT023: Using Trusts To Protect Your Assets

>> Register for Free Access to the WealthBuilders Membership Site

https://www.wealthbuilders.co.uk/membership

>> Would you like to work with Kevin and Christian on your very own wealth plan? Find out more about WealthBuilders Academy

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