Transitioning from Legal to Financial Planning

This week’s guest is Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in conjunction with Financial Planners, he saw a career choice which really piqued his interest, and the rest is history! A self-described “Intrapreneur”, Ryan talks us through what this means to him and the advantages of adopting this mindset. We look at what Ryan’s qualification journey looked like, including Ryan’s opinion on whether to focus on getting qualified, or securing a position in the industry. We look back on Ryan’s first year as a Financial Planner, why he felt his situation was a fortunate one, and what things to consider when starting from the ground up.  Finally, we look at what Ryan thinks the future of employment in Financial Planning looks like, including training and development, facilitating growth, management and more. If you’re on the outside looking in, thinking of embarking on a career in Financial Planning, but wanting to do it the right way, this is the episode for you! 00:00:00 | Intro00:01:50 | How Ryan got into Financial Planning00:03:32 | Pathways & Entry Points00:10:19 | “Intrapreneurialism”00:19:55 | Gaining qualifications00:30:31 | Making changes00:38:43 | Becoming successful00:47:14 | Acquisition00:55:30 | The future of employment in Financial Planning01:03:47 | The Strength of Values and Morals01:09:28 | Self Development, Training & CommunityFinancial 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.