Implementing Fee Based Financial Planning - Julian Baker at Livesmart Financial Planning episode artwork

EPISODE · Oct 10, 2024 · 1H 21M

Implementing Fee Based Financial Planning - Julian Baker at Livesmart Financial Planning

from The I just fell into Financial Planning Podcast · host jamieg6

In this weeks episode we speak with Julian Baker at Livesmart Financial Planning. Julian started his career as a Car Salesman, where he marked himself out by selling extended warranty for longer periods of time. At the very young age of 20 he entered the Profession by joining Brittanic (technically being too young to be there) to be trained up. We talk about his career where he has worked in the Profession as a Mortgage Adviser and Financial Planner with several networks being becoming the MD of Livesmart. We talk in depth about implementing Fee Based Financial Planning, the challenges this has created as well as the positives and what he is doing to get young people into the profession, taking on Harvey a student still doing his A-Levels.

Episode metadata supplied by the publisher feed · Published Oct 10, 2024

Embed this episode

Ready to play

Implementing Fee Based Financial Planning - Julian Baker at Livesmart Financial Planning

0:00 1:21:05

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The I just fell into Financial Planning Podcast?

This episode is 1 hour and 21 minutes long.

When was this The I just fell into Financial Planning Podcast episode published?

This episode was published on October 10, 2024.

Can I download this The I just fell into Financial Planning Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!