Unleash Your Potential – Embracing Self Employment as a Financial Planner

BREAKING FPL NEWS: Sam Oakes and Financial Planner Life have been nominated for the Talent Attraction Award at this year’s Verve Evolution Awards 2023!!! We’re very proud to be nominated so if you’re an FPL listener follow the link to cast your vote and support the Financial Planner Life podcast: Awards – Evolution by The Verve Group (weareverve.co.uk)Our guest this week is Adam Cockerham, Financial Adviser with William Dixon & Associates and Self-Employed career advocate. Adam has mentored Financial Planners entering the industry and was referred to Financial Planner Life after an individual he mentored, who jumped straight into Financial Services as a Self-Employed Adviser, reached out to us to sing his praises and recommended we talk to him about the journey of someone entering the industry.  Adam talks us through his career journey, a traditional route of Admin to Paraplanning to Adviser, but we also discuss the variety of routes available to those looking to enter the industry today and the pros and cons associated with them. A key factor that can heavily influence the decision to go self-employed is the environment in which you do so, and although there are a lot of options, Adam talks us through some of these and explains why it can quite often be down to individual preference. Pair this with the value mentors can offer to up-and-coming advisers, and you’ve got a recipe for rapid and successful career growth. We cover aspects of the adviser journey such as mindset and mindfulness, the increased awareness of this within the profession and how being part of a company with a strong office culture can have a huge impact on your career development path. It’s not all sales calls and database entries, Adam offers some golden tips about what he does to stay productive in such a varied role as a Financial Planner. We delve into some of the key aspects that make a successful, well-rounded adviser, including; Business Development, Marketing and Niching down. This episode is ideal for anyone at a crossroads in their career journey, if you’re considering taking the Self-Employed route, watch and learn! 00:00:00 | Intro00:01:44 | Adam's Career Journey00:05:16 | The best entry routes00:10:52 | Self Employment00:21:58 | Great environments for self-employment00:27:02 | Mindset00:30:52 | Mindfulness00:33:56 | Processes00:38:08 | Approaching time consuming tasks00:41:12 | Business development00:51:44 | Marketing and content creation00:59:39 | Niche01:03:56 | Adams advice01:09:56 | What advice would Adam give 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.