S3:E7 Are you passionate about attracting new talent to the profession? Find out how others are taking a different tack to do just that

In this week's episode we talk to Jonathan Gibson CFP™ about how his journey to build his own financial planning firm and how he's so passionate about attracting new talent, that he's doing things differently. We talk about the biggest influencers in his life, the successes and failures along the way and what he's doing to attract new talent to the profession. Jonathan's firm has the Lockie Consultants 'Your Financial Planning Symphony' Training and Development scheme too which gives structure and content to support his vision to build a more vibrant financial planning profession. A fascinating discussion about the ups and downs of running your own business, sharing a vision and developing a core team to take on the thriving business in the years to come. Jonathan bio: Jonathan Gibson CFPTM, Chartered FCSI, Managing Director of Wells Gibson Limited & Author of Purposeful Wealth Prior to establishing Wells Gibson, Jonathan was a co-founder and director of Verus Wealth, Dundee (est. 2005) and AAB Wealth, Aberdeen (est. 2011), two successful and national award winning businesses, which were established in conjunction with two leading firms of accountants. Jonathan is a Chartered Fellow of Chartered Institute for Securities & Investment and his qualifications include: •         Chartered Financial Planner •         CERTIFIED FINANCIAL PLANNER™ Professional •         Chartered Wealth Manager  Jonathan has 25+ years experience as an advisor for private clients and 15+ years as a business owner. Jonathan is married to Claire and has 3 daughters, Christina, Hannah and Katie.  A member of St. Peter’s Free Church, Dundee, Jonathan also enjoys playing golf and going to the gym when time allows.    About Wells Gibson: Wells Gibson is a CISI Accredited Financial Planning Firm ™ and boutique, family owned business, founded in 2016 by Jonathan Gibson, Managing Director. In 1988, Jonathan was introduced to the banking sector by his late grandfather, James Wells Gibson and in 1991, was introduced to the financial advisory sector by his late father, Terry Wells Gibson. We believe real wealth is about much more than money and possessions and our vision is to see lives change, one client, one family at a time, by bringing clarity, contentment and certainty to the financial lives of those we serve and advise.  We deliver lifetime wealth planning, incorporating investment consulting, advanced financial planning, and an ongoing relationship-driven service.   In January 2021, Jonathan published his book, Purposeful Wealth which introduces Jonathan’s principles for living a fulfilled and purposeful life.  Available via Amazon, Purposeful Wealth guides you through the concepts of a fulfilled life and authentic investing before sharing wise financial strategies and advice on how to implement each in your life, including how to find a financial planner and what attributes to look for.  Following the successful launch of the book, the Purposeful Wealth podcast was launched to promote proper financial planning and sensible investing.