Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning

Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of  The Real Adviser Podcast  ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional talent. Alan's candid narration of his rise provides a roadmap for those yearning to carve out their niche in the financial planning landscape, emphasising the critical role financial advisers play in steering clients' financial dreams to reality!Explore the delicate balance of money and personal ambitions with us, as we discuss why understanding clients' life stories is at the heart of meaningful financial advice. Alan and I dissect the importance of assembling diverse teams that blend technical prowess with empathetic client relations, reinforcing the value of a trusted adviser in navigating life's complex financial web.We probe into the evolving nature of financial planning careers, challenging traditional hierarchies, and illuminating the benefits of role specialisation in fostering both team satisfaction and exceptional client service.Step into the future with us as Alan shares his firm's bold strides in embracing AI to revolutionise business efficiency, freeing human creativity to enhance client relationships. We wrap up the episode by pondering the art of building a niche personal brand and the nuanced art of monetising influence through financial education.  for those that don't know, Alan is also the host of Bullet Proof Entrepreneur Podcast!The episode crescendos with a look at the strategic wins technology can offer businesses keen on innovation, ensuring a smooth transition into an AI-augmented era. Join us for this engaging episode, brimming with insights for both experienced financial planners and enthusiastic entrepreneurs alike! 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 hereCheck out the 2023 Financial planning Salary Guide here. Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Om Podcasten

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.