Financial Planner Life

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

[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: https://t.co/BbOjx6nOVK
Apple: https://t.co/37SqjoZ8x9
YouTube: https://t.co/nv1ZOhM0o1

#financialadviser #financialplanning

[Financial Planner Life @TheFinancialPl7]

How to earn more as a paraplanner, the best paraplanning career advice for 2024 #paraplanning #money #career #careeradvice
Links -
Spotify: https://t.co/nDRTOYUHus
Apple: https://t.co/F9n2tNN33o
YouTube: https://t.co/9zG8FAvOa9

[Financial Planner Life @TheFinancialPl7]

New episode with Ryan and Nathan from Evergreen Financial Planning watch full:
Apple: https://t.co/k3BA5wu2xZ
Spotify: https://t.co/36gmXAMzZW
YouTube: https://t.co/CVE7OazWeW

#financialplanning #wealthmanagement #financialadviser

[Financial Planner Life @TheFinancialPl7]

⭐⭐⭐ ⭐⭐Financial Planner Life Episode

Ben Slater: Pursuing Progression in Your #FinancialPlanning Career Listen: Spotify: https://t.co/nZh5mQAWM4 Apple: https://t.co/GaBg28NnSB YouTube: https://t.co/37mSUqw4OB

#selfemployed #financialadviser

[Financial Planner Life @TheFinancialPl7]

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: https://t.co/SmZIocCZKB

#financialplanning #financialservices

[Financial Planner Life @TheFinancialPl7]

Supercharging Financial Planning Through Award Winning Administration

#financialpanning #administration

[Financial Planner Life @TheFinancialPl7]

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: https://t.co/KKE1uuRzZQ

#financialadvice

[Financial Planner Life @TheFinancialPl7]

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
🪧☝️
https://t.co/GAxBhZtGeL

[Financial Planner Life @TheFinancialPl7]

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

[Financial Planner Life @TheFinancialPl7]

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: https://t.co/yRc8HVG9R0
YT: https://t.co/1KOYf2CEz4
🍏 https://t.co/Owcxk3PNGL

[Financial Planner Life @TheFinancialPl7]

@warrenshute @MavenAdviser 👏👏

[Financial Planner Life @TheFinancialPl7]

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: https://t.co/ToyEKyatmE

#financialplanning #financialadvisor

[Financial Planner Life @TheFinancialPl7]

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: https://t.co/Y1TxL68u6b

#ifa #financialadvisor

[Financial Planner Life @TheFinancialPl7]

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!

https://t.co/ToyEKyatmE

#financialplanning #ifa #paraplanning

[Financial Planner Life @TheFinancialPl7]

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: https://t.co/XpFMXzTiD2

#paraplanning #financialplanning #financialservices

[Financial Planner Life @TheFinancialPl7]

@WomensWealthUK joined us last week on this fantastic episode. This episode is all about EMPOWERMENT!

Let us know what you think - Links in bio

#financialplanning

[Financial Planner Life @TheFinancialPl7]

More Women are Needed in #WealthManagement !
Joined by Women's #Financial Wellbeing advocate & #FinancialPlanner Samantha Secomb @WomensWealthUK

Listen in full:
YuTb: https://t.co/mVhQlf3Gf3
Sptfy: https://t.co/Eqn4aDBNtp
🍎: https://t.co/kvD3CDpx1A

[Financial Planner Life @TheFinancialPl7]

🌍🧠 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

[Financial Planner Life @TheFinancialPl7]

Lead generation: Why is content creation a good idea

We speak to @principlespf on this week's episode

Listen here:
Spotify: https://t.co/dB1sdoDyVQ
Apple: https://t.co/h4DbADk0dc
YouTube: https://t.co/OMgvlTrNuP

[Financial Planner Life @TheFinancialPl7]

Brilliant episode with Ryan May 🙌

Ryan shares some fantastic insight into his thriving career & brilliant mindset.
Spotify: https://t.co/ibnuuHkyCJ
Apple: https://t.co/oroiigmqNs
YouTube: https://t.co/ojKCehmDlx

Academy link:
https://t.co/z9b6iz5KrS

#wealthmanagement #ifa