Why you shouldn't think like a trainee financial planner, we talk mindset attitude and soft skills

Financial Planner Life Podcast - A podcast by Sam Oakes

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Todays guest on the financial planner life podcast is Kay Mechial from Black Lion Wealth. Kay covers his career journey from trainee financial planner to running his own financial planning firm. I really enjoyed talking to Kay, full of passion and enthusiasm for the profession, a firm believer that mindset and attitude are the two key ingredients to make it as a financial adviser. We talk about the part, sales roles has played in his career, and why he feels the transferable skills gained in previous sales roles, really helped keep him motivated in the early days of financial planning.  Kay shares his previous experience as a trainee, securing a role with a top end financial planning firm. He is grateful for all the support received, and why he believes that his decision to not think like a trainee was instrumental in his success.   We also cover🟢How he approaches the early meetings with clients to make the best impact.🟢Personal development, why you should be focusing on what you don't know. 🟢Why self awareness, and emotional intelligence is vital when working with new clients.🟢Stepping into self employed and running your own business.  Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/ 2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/ follow the financial planner life podcast on Spotify - https://open.spotify.com/show/6vdF54D6IfBGy20h6Xvt4k?si=RohuXyawSQ2jPCl-gqWMBQ Apple - https://podcasts.apple.com/gb/podcast/the-financial-planner-life-podcast/id1505494249 If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] or call 07854778712 he covers all roles within the profession across the UK. if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!