How to be the best Financial Adviser you can be

Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode. These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critical point in her life and so much more. Julie is an open book, she delves into her own, personal experiences as a woman within a male-dominated profession, as well as her passion for delivering financial education. Her passion truly comes alive in this episode. It will leave you motivated and eager to step outside of your own comfort zone. A brilliant episode for anyone who is looking to begin their journey into the financial planning profession, likewise, for those seasoned professionals looking for inspiration for their next step. This is our final episode of 2023! So a very Merry Christmas / Happy Holidays to all our listeners. We know you’ll enjoy this one!  Time Stamps00:00:00 | Intro 00:02:09 | Julie's career journey 00:04:37 | Employed to self employed 00:07:07 | The niche 00:11:47 | Barriers and hurdles 00:17:17 | How financial planning has changed 00:19:24 | Experiences of women in financial planning 00:22:20 | Inclusion, diversity and unconscious bias 00:28:01 | Financial education 00:29:39 | Podcasting 00:33:40 | Coaching qualifications 00:38:31 | Transparency of fees 00:45:10 | Tips for the next generation of financial planners 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.