He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat episode artwork

EPISODE · Jun 10, 2025 · 44 MIN

He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat

from Financial Planner Life Podcast · host Sam Oakes

In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million in AUM without a client bank, without leads, and without a background in finance.Aleem started during lockdown, working alone from his bedroom. He had just qualified, had no clients, and relied entirely on cold outreach through LinkedIn to get started.This conversation is packed with practical advice for anyone considering a self-employed career in financial planning, especially those thinking about going it alone.What we cover:How Aleem used LinkedIn Sales Navigator to connect with ideal clientsWhy consistency in cold outreach beats waiting for inbound leadsWhat it really felt like starting during a market downturnThe role mentorship played in levelling up his client baseHow joining Foster Denovo changed the game for his businessWhy testimonials and authentic content now matter to his strategyHis goal of becoming a Senior Partner before the age of 30This episode offers a real-world view of what it takes to build a financial planning business from the ground up. It’s not about shortcuts or luck - it’s about showing up every day and doing the work.👉 Ready to take control of your financial planning career?Subscribe for weekly conversations with the professionals shaping the future of this industry.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.

In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million in AUM without a client bank, without leads, and without a background in finance. Aleem started during lockdown, working alone from his bedroom. He had just qualified, had no clients, and relied entirely on cold outreach through LinkedIn to get started. This conversation is packed with practical advice for anyone considering a self-employed career...

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He Built £12M AUM With Just LinkedIn and a Laptop - Financial Planner Success! | Aleem Nijabat

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This episode was published on June 10, 2025.

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In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million in AUM without a client bank, without leads, and without a background in finance.Aleem started during...

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