Building Confidence in Financial Advice episode artwork

EPISODE · Apr 13, 2023 · 53 MIN

Building Confidence in Financial Advice

from Financial Planner Life Podcast · host Sam Oakes

Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career journey to date, different options available for those seeking a career in Financial Advice and what’s in store for the next generation of Financial Planners! We cover many subjects ·       The variety of options available for starting a career in financial planning·       Helen’s thoughts on independent vs restricted financial advice·       Transitioning from Paraplanner to Financial Adviser·       Educating the next generation on the importance of financial planning·       Confidence building tips for those who aren’t naturally extroverted Helen has a really positive outlook on the industry and the way the next generation thinks about their money. A breath of fresh air to what is often portrayed in the media, this is a great episode for both prospective financial planning professionals and those with an established career in the industry. Hope you enjoy it. 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.

Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career journey to date, different options available for those seeking a career in Financial Advice and what’s in store for the next generation of Financial Planners! We cover many subjects · The variety of options available for starting a career in financial planning · Helen’s thou...

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Building Confidence in Financial Advice

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This episode was published on April 13, 2023.

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Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career journey to date, different options available for those seeking a career in Financial Advice...

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