Tina Weeks on coaching clients, running a financial planning business, and how getting to know yourself will make you a better financial planner episode artwork

EPISODE · Jul 22, 2020 · 52 MIN

Tina Weeks on coaching clients, running a financial planning business, and how getting to know yourself will make you a better financial planner

from Financial Planner Life Podcast · host Sam Oakes

This week Sam Oakes talks to Tina Weeks on the Financial Planner Life Podcast. Sometimes the universe presents people that become influential in your life and for me, on episode 11 of The Financial Planner Life podcast, Tina Weeks was one of those people.  I really enjoyed talking to Tina Weeks. Her passion and enthusiasm for the Financial Planning profession is beautiful; we need more women like Tina pioneering and changing the way Financial Planning is delivered.   Tina Weeks lives and breathes the relationship-based approach, and is a firm believer that to know your clients you must first ‘know thyself’.  This is why Tina Weeks has set up a new training academy for financial planners to help them learn the skills necessary to build transformational client relationships.  She is building a community on Facebook in a group called ‘KnowThySelf Academy’: a community focused on why YOU, the Financial Planner, do the things you do, and how knowing more about yourself will improve client relationships and open you up to a whole new dimension of Financial Planning.   Do you want to attract more Financial Planners to the profession?  Then talk about how you change clients' lives, rid them of fears, and help them realise their goals! Now that’s an exciting and rewarding career.  Thanks, Tina Weeks, I’m looking forward to being the first Relationship-Based Recruitment Consultant. For the latest financial planning career news and job opportunities be sure to visit www.recruitukltd.co.uk and connect with Sam Oakes for all things podcasting and financial planning recruitment. 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.

This week Sam Oakes talks to Tina Weeks on the Financial Planner Life Podcast. Sometimes the universe presents people that become influential in your life and for me, on episode 11 of The Financial Planner Life podcast, Tina Weeks was one of those people. I really enjoyed talking to Tina Weeks. Her passion and enthusiasm for the Financial Planning profession is beautiful; we need more women like Tina pioneering and changing the way Financial Planning is delivered. &...

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Tina Weeks on coaching clients, running a financial planning business, and how getting to know yourself will make you a better financial planner

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This episode was published on July 22, 2020.

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This week Sam Oakes talks to Tina Weeks on the Financial Planner Life Podcast. Sometimes the universe presents people that become influential in your life and for me, on episode 11 of The Financial Planner Life podcast, Tina Weeks was one of those...

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