Growing Your Financial Planning Business Through Mental Fitness

Does the business you work in have a detrimental effect on your mental health? This week we're joined by Mike Jones, Founder of Better Happy, the organisation that aims to elevate the wellbeing of businesses, with the mantra of; ‘Creating happy places to work so any business can lead their industry through high levels of employee wellbeing, productivity and retention.’ Mike is a firm believer in the idea that in the UK, we have a misplaced definition of success, and often sacrifice certain things in order to improve other aspects of our lives, without looking at the effect that has on the big picture that is our wellbeing as humans. We talk about the value of routine, accountability, reflection and how these can remedy the factors that negatively affect your mental fitness, from both an employee and business owner standpoint. We look at hierarchical structures within businesses, the part they play in the wellbeing of those within the business and common mistakes that often lead to negative outcomes. On the other hand, we evaluate some key ingredients that go into designing a business that is set up for success in the wellbeing department. Whether you’re an employee who feels their wellbeing isn’t what it should be, or a business owner looking to improve your company culture, this episode will set you on the path to positive change! Time Stamps 00:00:00 | Intro 00:00:36 | How are you out of 10? 00:06:51 | Ambition 00:19:50 | Do business owners prioritise success over their personal health? 00:28:00 | Conflict & Fear 00:33:09 | Do personal transformations = business transformation 00:38:12 | The mistake of promoting employees to management 00:45:26 | Businesses can change the UK's mental health 00:55:49 | Do things for purpose 01:02:52 | Charity and generosity  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.