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An intimate and honest insight into the career of a financial planner with Charlie Scott, Sam Oakes & Elena Stephenson | Certified B Corp™

UK
Joined March 2022
Photo by Financial Planner Life (@TheFinancialPl7)Photo by Financial Planner Life (@TheFinancialPl7)Photo by Financial Planner Life (@TheFinancialPl7)Photo by Financial Planner Life (@TheFinancialPl7)Photo by Financial Planner Life (@TheFinancialPl7)Photo by Financial Planner Life (@TheFinancialPl7)Photo by Financial Planner Life (@TheFinancialPl7)Photo by Financial Planner Life (@TheFinancialPl7)Photo by Financial Planner Life (@TheFinancialPl7)Photo by Financial Planner Life (@TheFinancialPl7)
Calum shares his story of becoming an IFA, setting up his business & how he converts first meetings into paying customers 🤝 Listen 👇 Spotify: bit.ly/3RZOtkp Apple: bit.ly/3SnTcxy YouTube: bit.ly/3Smztyl #financialadviser #financialplanning
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How to earn more as a paraplanner, the best paraplanning career advice for 2024 #paraplanning #money #career #careeradvice Links - Spotify: bit.ly/3TovBOn Apple: bit.ly/3NsszVh YouTube: bit.ly/3Nr88bp
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New episode with Ryan and Nathan from Evergreen Financial Planning watch full: Apple: bit.ly/3Gxoyeo Spotify: bit.ly/47CcFzP YouTube: youtu.be/0QWNBZTuENA #financialplanning #wealthmanagement #financialadviser
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⭐⭐⭐ ⭐⭐Financial Planner Life Episode Ben Slater: Pursuing Progression in Your #FinancialPlanning Career Listen: Spotify: bit.ly/3GkTYor Apple: bit.ly/3sVyewc YouTube: bit.ly/3T3KcP2 #selfemployed #financialadviser
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This edit still makes us laugh. Some great tips on getting a job and scaling up your #linkedin profile 🔥 out now on our YouTube channel: youtube.com/watch?v=pPuws55D… #financialplanning #financialservices
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Supercharging Financial Planning Through Award Winning Administration #financialpanning #administration
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Writing the best #CV in #financialplanning📝 Did you know on average someone will look at your CV for around 7 seconds?🤯 This is why it's so important to get it right and get noticed. Don't be another sheet in the pile👎 Watch here: youtube.com/watch?v=pRZCR1l3… #financialadvice
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Fantastic to see our feed FILLED with gleeful posts this morning Well done to everyone passing their R06 For those who werent so lucky, don’t be defeated There is a community of people just like you in the FPL Academy working towards their quals 🪧☝️ bit.ly/466Q8cP
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Have you got a story you want to share to thousands of financial planning professionals? We are looking for some inspiring guests to feature on the podcast. message us and let's chat ✉️ #financialplanning
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Thursday = New episode! @holdenpartners Maria Mushtaq joins Elena for a brilliant episode on celebrating the #administrators out there for the HUGE value they add to #financialplanning 🎧 Sptfy: bit.ly/47pqoJF YT: bit.ly/3QRE6zC 🍏 bit.ly/40z6sCc
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Wow... our community is THRIVING 🎆 This Thursday @ 9am join us for a group tutorial where we talk all things R01 That's not all... We will go straight into R02, R02, R03, R04 & R05! 💥 Sign up: recruitukltd.co.uk/financial… #financialplanning #financialadvisor
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Are you an aspiring #financialplanner looking to ace your #R01-6 exams? Look no further! In this video, we've got you covered with essential information about each of these exams and study tips to help you succeed. Subscribe here: youtube.com/watch?v=Q6_wttDs… #ifa #financialadvisor
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EXCLUSIVE 🔐 We are asking all our podcast guests some exclusive #careerprogression and #businessgrowth questions ❓ For access to this content, live round tables, exam support and so much more, sign up today! recruitukltd.co.uk/financial… #financialplanning #ifa #paraplanning
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Elena & Adam explore the path to success as a #paraplanner. Whether you're aiming for exams, seeking study tips, or honing essential skills, we've got you. Subscribe to our YT channel for more: youtu.be/yPOZDRb_bN0 #paraplanning #financialplanning #financialservices
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More Women are Needed in #WealthManagement ! Joined by Women's #Financial Wellbeing advocate & #FinancialPlanner Samantha Secomb @WomensWealthUK Listen in full: YuTb: bit.ly/3PR1bAP Sptfy: bit.ly/3LXxKMu 🍎: bit.ly/3Ff0T1S
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🌍🧠 On #WorldMentalHealthDay let's remember the importance of self-care. Check out our friends over at @TalkClub Mental health can be daunting, but it only needs to start with a simple question: How are you? Out of 10? Quote via miss-mental #SelfCare #WorldMentalHealthDay2023
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Lead generation: Why is content creation a good idea We speak to @principlespf on this week's episode Listen here: Spotify: bit.ly/46ijypd Apple: bit.ly/48GXUwp YouTube: bit.ly/48Jfq3p
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Brilliant episode with Ryan May 🙌 Ryan shares some fantastic insight into his thriving career & brilliant mindset. Spotify: bit.ly/3t408pD Apple: apple.co/3PLDLhr YouTube: youtu.be/TmgISgBclwc Academy link: recruitukltd.co.uk/fpl-acade… #wealthmanagement #ifa
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💥Launch day today: Financial Planner Life Academy The first independent academy dedicated to training and developing the next generation of #financialplanners, #administrators, #paraplanners, & #mortgage protection advisers. More info & sign up here: bit.ly/45aiySA
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A career in #Law Vs #FinancialPlanning....... Seconds out round 1! 🔔🥊* @RyanJMayUK of @Soundfin joins us in the latest podcast episode 👑 🎧 Spotify: bit.ly/3t408pD Apple: apple.co/3PLDLhr YouTube: youtu.be/TmgISgBclwc #financialadvisor #financialservices
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