Financial Planning Career Advice - What you NEED to know!

Описание: Looking for real-world financial planning career advice from successful finanical planning professionals?

In this episode of Financial Planner Life, we bring together some of the most respected voices in the profession on the golf course to share how they:

✅ Win new finanical planning clients
✅ Build trusted brands
✅ Scale financial advice firms
✅ And support the next generation of financial planners

🎙️ Recorded live at the Financial Planner Life Golf Day (Day 2), this episode delivers career-defining insights, not theory to trainee financial planners.

If you haven't already watched Day 1 of the Finanical Planner Life Golf Day, check it out here -    • Asking Successful Financial Planners their...  

👥 Featuring:

Michael Yuille CFP™ – France-based adviser for UK/US expats | #ChickenTuesday

Carla Brown – President, Personal Finance Society | MD, Oakmere Wealth

Guy Skinner – Director, Citygate Financial Planning | Charity Patron

Sam Oakes – Host, Financial Planner Life Podcast

Paul Bradley – Founder, Chiltern Hills Financial Planning

Jay Dhaliwal – Chartered Planner | Young Achiever of the Year 2023

Paul Taylor FPFS – Chartered Planner & Coach

Vikash Kanani – MD, Chatsworth Wealth Management Ltd

🧠 Answering the Questions Aspiring & Existing Planners Are Asking

Q: How do I get more clients as a financial planner?
Learn Guy Skinner’s simple, effective strategy for asking for referrals — without being pushy.

Q: What’s the best way to start conversations around protection planning?
Discover how protection advice helps new planners serve clients early and create long-term relationships.

Q: How do I grow my financial advice business from scratch?
Get practical tips on social media, local networking, niching, and being where your clients are — from Carla Brown and Vikash Kanani.

Q: How do I build my personal brand as a financial planner?
Sam Oakes shares how podcasting, video content, and showing up consistently online creates social proof and career opportunities.

💬 “If you’re not visible, you’re forgettable. People trust planners who show up with value, consistency, and a bit of personality.” – Sam Oakes

Q: How do we attract more women into financial planning?
Carla Brown shares what’s working – from female role models to flexible careers and early engagement in schools and universities.

Q: What should I know about succession planning in financial advice firms?
Paul Taylor, Carla Brown and Guy Skinner discuss hiring, training, and setting up new advisers for success.

At Financial Planner Life, we’re here to share real stories, real strategies, and real talk about what it takes to succeed in financial planning.

0:00 - Intro: Financial Planner Life Golf Day Day 2
01:30 - Meet the Golfers: Building Careers and Client Relationships
03:10 - How #ChickenTuesday Became a Personal Branding Masterclass
04:55 - Carla Brown on Women in Financial Services and Career Access
06:50 - Referral Strategy for Financial Planners: Guy Skinner’s 70% Conversion Method
10:05 - Why Protection Planning is Key to Early Career Client Wins
12:45 - The Role of Humour, Personality and Trust in Client Acquisition
15:30 - The Power of Social Media for Financial Planner Marketing
17:45 - Charity Feature: Stand By Me Bereavement Support
19:10 - How to Grow a Financial Planning Business Through Giving
21:00 - Succession Planning: Hiring, Training and Adviser Development
24:50 - Business Development Tips for New Financial Advisers
27:10 - Niching Down in Financial Planning: Should You or Shouldn’t You?
30:00 - Creating a Scalable Advice Firm Without Losing Your Values
33:00 - Attracting More Women to Financial Planning Careers
35:15 - How to Build Social Proof Through Podcasting and Video
37:20 - Final Hole Drama and Team Reflections
39:45 - Sign-Off: Collaboration, Career Advice and What’s Next

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Financial Planner Life is sponsored by Redmill Advance.
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
👉 https://www.redmilladvance.com/

Want to appear on the Financial Planner Life podcast? Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.

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