S2:E6 From investment manager to CFP - how the process has helped me improve my wealth management business

In this episode we talk to Susie Bewell CFP™, Branch Principal, Raymond James Hitchin, about why she decided to become a CFP professional, her journey to get there and the way she has moved her more traditional wealth management business to offer a comprehensive financial planning service to her clients. Many investment/wealth managers tell me that they don't think they need to think about financial planning, but as both the wealth management market shrinks due to technological advances and the financial planning market grows as more advisers embrace financial planning, Susie explains why and how her firms now offers a better service even to those clients who receive investment only advice. Susie’s Bio. Susie is a Chartered Wealth Manager and Branch Principal of Raymond James Hitchin which she founded in March 2002 with her father Robert. As well as becoming a CFP Professional in 2021 Susie holds investment and financial planning qualifications with both the CII and CISI and is an enthusiastic networker and member of several local business networks. With her business partner Faye Silver they won the Women In Business Services Best Business in Financial Services Award in 2019 and Susie was a Finalist at the Investment Week Women In Investment Awards in November 2021. Their business is open to clients of all sizes as accessibility of advice is a key driver to their success. They have a focus on empowering women (and all individuals) at all stages in life to understand what their finances can bring them and maximising their potential.