How to be the best Financial Adviser you can be

Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode. These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critical point in her life and so much more. Julie is an open book, she delves into her own, personal experiences as a woman within a male-dominated profession, as well as her passion for delivering financial education. Her passion truly comes alive in this episode. It will leave you motivated and eager to step outside of your own comfort zone. A brilliant episode for anyone who is looking to begin their journey into the financial planning profession, likewise, for those seasoned professionals looking for inspiration for their next step. This is our final episode of 2023! So a very Merry Christmas / Happy Holidays to all our listeners. We know you’ll enjoy this one!  Time Stamps00:00:00 | Intro 00:02:09 | Julie's career journey 00:04:37 | Employed to self employed 00:07:07 | The niche 00:11:47 | Barriers and hurdles 00:17:17 | How financial planning has changed 00:19:24 | Experiences of women in financial planning 00:22:20 | Inclusion, diversity and unconscious bias 00:28:01 | Financial education 00:29:39 | Podcasting 00:33:40 | Coaching qualifications 00:38:31 | Transparency of fees 00:45:10 | Tips for the next generation of financial planners Be 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.