EPISODE · Apr 28, 2020 · 1H 4M
Natalie Wright details her journey to become Chartered Financial Planner of the Year 2018
from The Plannex Podcast · host Plannex
Natalie Wright has just been awarded Chartered Financial Planner of the Year 2018. She tells us about her journey from Apprentice to Director of Mazars a large financial planning company based in Yorkshire. It wasn't an easy journey for Natalie and she tells us how she managed confidence during her career and her approach to client meetings. She also struggled when she had a baby to adapt to her new working situation and she was very candid in talking about this. Natalie has much to come in her financial planning career but its great to get a perspective from a passionate female financial planner on how she progressed and is working hard to improve the image of financial planning.
What this episode covers
Natalie Wright has just been awarded Chartered Financial Planner of the Year 2018. She tells us about her journey from Apprentice to Director of Mazars a large financial planning company based in Yorkshire. It wasn't an easy journey for Natalie and she tells us how she managed confidence during her career and her approach to client meetings. She also struggled when she had a baby to adapt to her new working situation and she was very candid in talking about this. Natalie has much to come in her financial planning career but its great to get a perspective from a passionate female financial planner on how she progressed and is working hard to improve the image of financial planning.
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Natalie Wright details her journey to become Chartered Financial Planner of the Year 2018
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