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.

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

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This episode was published on October 10, 2024.

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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...

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