Want to Be a Financial Planner? Here’s What You Need to Know! - with Carla Brown

🚀 How Do We Attract and Develop the Next Generation of Financial Planners?In this episode of Financial Planner Life, I sit down with Carla Brown, President of the Personal Finance Society (PFS) and Founder & CEO of Oakmere Wealth Management, to discuss the biggest challenges and opportunities in financial planning today.🎯 We cover:✅ The PFS Professional Map – A clear framework for career progression in financial planning.✅ The real skills gap – Why technical knowledge alone isn’t enough & the need for relationship-building and sales skills.✅ The importance of protection planning – Why financial planners should focus beyond AUM.✅ The 46% increase in under-25s joining the profession – But why we still need more young talent and more womenin the industry.✅ How PFS Power Webinars and Wealth and Women, originally a PFS mini-series and now an independent podcast, are driving real impact in financial planning.Financial planning is an incredible career—but we need clearer pathways, better training, and more support for new entrants if we want the profession to thrive.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.