A jargon busting approach to financial planning – Keith Boyes

This week Sam is joined by Keith Boyes, Managing Director at Spentwell. Keith has an extensive career in the financial profession, starting from Paraplanning and working his way up to a financial planner and now he’s running his own business. At one point his career took him over to Hong Kong working on expat financial advice and it was during this time in Hong Kong that he really learnt a lot about himself and what kind of financial planner he wanted to be. Keith shares some really interesting insights on what working and living in the far East looked like. Now back home and running his own business, Keith talks about some of the ups and downs of being the boss and how he manages to balance work and family life. Today we also talk about Keith’s jargon busting approach to financial education and how he uses blogs and vlogs to get his message out there. A conversation jam-packed full of value, enjoy! We cover: Keith’s career journey Staying organised Mental health & work/life balance Living and working in Hong Kong Keith’s jargon busting approach to Financial Planning Having non-negotiables in your life 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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2022 Financial planning Salary Guide here.   If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712.  Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms👉 www.redmilladvance.com/fplBe sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.