Inclusivity and Diversity in Financial Planning episode artwork

EPISODE · Jun 8, 2023 · 21 MIN

Inclusivity and Diversity in Financial Planning

from Financial Planner Life Podcast · host Sam Oakes

Following the overwhelmingly positive response we had from our feature episode last week on the Financial Planner Life podcast, we have decided to compile another special feature episode! This week’s topic; Inclusivity and Diversity! Financial Planning in the UK has always held connotations of old white men in suits, a stereotype that is being broken more and more as the industry progresses. Now more than ever, Financial Planning professionals recognise the importance of diversity in their workplace, and how being inclusive in their practice only opens doors for a better work environment.  This episode features clips from past guests; Lucy Byrom, Hayley Rabbets, Nicola Crosbie, Jai Street & Alice Lording, all Financial Planning professionals with lived experiences around inclusivity and diversity in their working or personal lives. It’s another episode packed full of insights, knowledge and top-tips when it comes to promoting inclusivity and diversity in Financial Planning, a must have for Financial Planners in the modern world! Enjoy!!00:00:00 | Intro00:00:33 | Lucy Byrom00:02:25 | Hayley Rabbett00:07:33 | Nicola Crosby00:12:39 | Jai Street00:17:50 | Alice Lording00:21:42 | OutroFinancial 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.

Following the overwhelmingly positive response we had from our feature episode last week on the Financial Planner Life podcast, we have decided to compile another special feature episode! This week’s topic; Inclusivity and Diversity! Financial Planning in the UK has always held connotations of old white men in suits, a stereotype that is being broken more and more as the industry progresses. Now more than ever, Financial Planning professionals recognise the importance of diversity in t...

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Inclusivity and Diversity in Financial Planning

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This episode was published on June 8, 2023.

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Following the overwhelmingly positive response we had from our feature episode last week on the Financial Planner Life podcast, we have decided to compile another special feature episode! This week’s topic; Inclusivity and Diversity! Financial...

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