Cultivating an Attitude of Gratitude when Building an IFA Practice

Back once again with the Financial Planner Life podcast, with our guest this week, Freddie Winter AKA Nice Guy Money, Chartered Financial Planner and Director of Gratitude Financial Planning! Freddie knows a thing or two about carving a career in Financial Planning, he’s done it! In fact, Freddie came straight out of Uni and into a graduate scheme in a large national firm, and shares his journey, experience transitioning into different roles, as well as giving tips on specific skills that can benefit you career growth.  Not always an avid book worm, Freddie rediscovered his passion for reading part way through his career and breaks down some of the books he’s found the most value in over recent years, cementing the importance of not overlooking the power of the written word as a skills builder.  Freddie has worked in multiple firms, with varying structures and processes, and outlines the pros and cons of some of these, what works well for him and why specific propositions are well suited to certain individuals. We ask the critical questions: When is the right time to set up your own business? Why Freddie has a client niche in the area he does? How is Freddie utilising social media as a means of lead generation? This episode is ideal for anyone considering setting up their own business, or those navigating a career journey with the long-term prospect of going self-employed or setting up as a solo outfit!00:00:00 | Intro00:02:44 | Freddie's career journey00:04:31 | Getting a graduate role00:06:39 | Books to read00:09:52 | Experience and skills00:12:47 | Freddie's career cont.00:14:36 | Protection, Restricted & IFA00:22:53 | Career Framework & Routes through the profession00:30:02 | Going self employed00:38:16 | Gratitude Financial Planning00:40:39 | Social Media00:44:31 | Partnering with others00:47:44 | Mental, physical and financial wellbeing00:55:53 | Consistency00:57:28 | Idea generation01:00:26 | Content creationBegin 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.