EPISODE · Nov 10, 2020 · 55 MIN
Kris Amliwala - The benefits of being a younger Financial Planner
from Financial Planner Life Podcast · host Sam Oakes
This week’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management. Kris fell into the profession; he graduated university with a pharmaceuticals and cosmetic science degree with no interest in moving into financial services. However, his family have owned a financial advice practice for over 30 years and, when an employee was unfortunately, ‘let go’, they asked Kris to help until they found a replacement. Fast forward 10 years and Kris is still there!(Some excellent recruitment from the folks!)Kris talks to me about:• His route to becoming chartered and why he highly rates the Kinder institute of life planning. • Why he became an education champion for the personal finance society.• How to position yourself as a younger financial planner.• Why getting stuck into your financial qualifications straight out of university is a great strategy. • Why Next Gen Financial Planners is a great financial planning community.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.
What this episode covers
This week’s guest on the Financial Planner Life podcast is Kris Amliwala from Designer Wealth Management. Kris fell into the profession; he graduated university with a pharmaceuticals and cosmetic science degree with no interest in moving into financial services. However, his family have owned a financial advice practice for over 30 years and, when an employee was unfortunately, ‘let go’, they asked Kris to help until they found a replacement. Fast forward 10 years and Kr...
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Kris Amliwala - The benefits of being a younger Financial Planner
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