Financial Planner Life @TheFinancialPl7
An intimate and honest insight into the career of a financial planner with Charlie Scott, Sam Oakes & Elena Stephenson | Certified B Corp™ linktr.ee/financialplann… UK Joined March 2022-
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Calum shares his story of becoming an IFA, setting up his business & how he converts first meetings into paying customers 🤝 Listen 👇 Spotify: bit.ly/3RZOtkp Apple: bit.ly/3SnTcxy YouTube: bit.ly/3Smztyl #financialadviser #financialplanning
How to earn more as a paraplanner, the best paraplanning career advice for 2024 #paraplanning #money #career #careeradvice Links - Spotify: bit.ly/3TovBOn Apple: bit.ly/3NsszVh YouTube: bit.ly/3Nr88bp
New episode with Ryan and Nathan from Evergreen Financial Planning watch full: Apple: bit.ly/3Gxoyeo Spotify: bit.ly/47CcFzP YouTube: youtu.be/0QWNBZTuENA #financialplanning #wealthmanagement #financialadviser
⭐⭐⭐ ⭐⭐Financial Planner Life Episode Ben Slater: Pursuing Progression in Your #FinancialPlanning Career Listen: Spotify: bit.ly/3GkTYor Apple: bit.ly/3sVyewc YouTube: bit.ly/3T3KcP2 #selfemployed #financialadviser
This edit still makes us laugh. Some great tips on getting a job and scaling up your #linkedin profile 🔥 out now on our YouTube channel: youtube.com/watch?v=pPuws5… #financialplanning #financialservices
Supercharging Financial Planning Through Award Winning Administration #financialpanning #administration
Writing the best #CV in #financialplanning📝 Did you know on average someone will look at your CV for around 7 seconds?🤯 This is why it's so important to get it right and get noticed. Don't be another sheet in the pile👎 Watch here: youtube.com/watch?v=pRZCR1… #financialadvice
Fantastic to see our feed FILLED with gleeful posts this morning Well done to everyone passing their R06 For those who werent so lucky, don’t be defeated There is a community of people just like you in the FPL Academy working towards their quals 🪧☝️ bit.ly/466Q8cP
Have you got a story you want to share to thousands of financial planning professionals? We are looking for some inspiring guests to feature on the podcast. message us and let's chat ✉️ #financialplanning
Thursday = New episode! @holdenpartners Maria Mushtaq joins Elena for a brilliant episode on celebrating the #administrators out there for the HUGE value they add to #financialplanning 🎧 Sptfy: bit.ly/47pqoJF YT: bit.ly/3QRE6zC 🍏 bit.ly/40z6sCc
Wow... our community is THRIVING 🎆 This Thursday @ 9am join us for a group tutorial where we talk all things R01 That's not all... We will go straight into R02, R02, R03, R04 & R05! 💥 Sign up: recruitukltd.co.uk/financial-plan… #financialplanning #financialadvisor
Are you an aspiring #financialplanner looking to ace your #R01-6 exams? Look no further! In this video, we've got you covered with essential information about each of these exams and study tips to help you succeed. Subscribe here: youtube.com/watch?v=Q6_wtt… #ifa #financialadvisor
EXCLUSIVE 🔐 We are asking all our podcast guests some exclusive #careerprogression and #businessgrowth questions ❓ For access to this content, live round tables, exam support and so much more, sign up today! recruitukltd.co.uk/financial-plan… #financialplanning #ifa #paraplanning
Elena & Adam explore the path to success as a #paraplanner. Whether you're aiming for exams, seeking study tips, or honing essential skills, we've got you. Subscribe to our YT channel for more: youtu.be/yPOZDRb_bN0 #paraplanning #financialplanning #financialservices
More Women are Needed in #WealthManagement ! Joined by Women's #Financial Wellbeing advocate & #FinancialPlanner Samantha Secomb @WomensWealthUK Listen in full: YuTb: bit.ly/3PR1bAP Sptfy: bit.ly/3LXxKMu 🍎: bit.ly/3Ff0T1S
🌍🧠 On #WorldMentalHealthDay let's remember the importance of self-care. Check out our friends over at @Talkclub Mental health can be daunting, but it only needs to start with a simple question: How are you? Out of 10? Quote via miss-mental #SelfCare #WorldMentalHealthDay2023
Lead generation: Why is content creation a good idea We speak to @principlespf on this week's episode Listen here: Spotify: bit.ly/46ijypd Apple: bit.ly/48GXUwp YouTube: bit.ly/48Jfq3p
Brilliant episode with Ryan May 🙌 Ryan shares some fantastic insight into his thriving career & brilliant mindset. Spotify: bit.ly/3t408pD Apple: apple.co/3PLDLhr YouTube: youtu.be/TmgISgBclwc Academy link: recruitukltd.co.uk/fpl-academy/ #wealthmanagement #ifa
💥Launch day today: Financial Planner Life Academy The first independent academy dedicated to training and developing the next generation of #financialplanners, #administrators, #paraplanners, & #mortgage protection advisers. More info & sign up here: bit.ly/45aiySA
A career in #Law Vs #FinancialPlanning....... Seconds out round 1! 🔔🥊* @RyanJMayUK of @Soundfin joins us in the latest podcast episode 👑 🎧 Spotify: bit.ly/3t408pD Apple: apple.co/3PLDLhr YouTube: youtu.be/TmgISgBclwc #financialadvisor #financialservices
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UK regulator to force investment advisers to set aside buffer for redress claims on.ft.com/41g6RtD
The @AdviserPodcast #TRAPpack in full (ish) force at #HUMConf
I’m excited to go on stage at #HUMConf with @MavenAdviser to share my understandings of our clients psychology around money.
Firstly, for a sum of this size, I think you should seek help from an independent Certified #FinancialPlanner, even if only for planning advice and you end up investing it yourself... 1/2
This week's video: 💰 Paying Off Your Mortgage with your Pension? What Most Don't Consider! 🤔 Explore funding strategies and trade-offs to make an informed decision. LINK IN LAST TWEET AND BIO (Informational and educational purposes only. Please seek advice specific to you)
Important. Pls spread word 100,000s of people, mostly women age 66+ who took were off work for childcare between 1978 & 2010, are due to get HMRC letter that may be worth £10,000s due to underpaid state pensions. It isn't a scam DON'T bin the letter. See moneysavingexpert.com/news/2023/10/h…
Brilliant episode with Ryan May 🙌 Ryan shares some fantastic insight into his thriving career & brilliant mindset. Spotify: bit.ly/3t408pD Apple: apple.co/3PLDLhr YouTube: youtu.be/TmgISgBclwc Academy link: recruitukltd.co.uk/fpl-academy/ #wealthmanagement #ifa
Lead generation: Why is content creation a good idea We speak to @principlespf on this week's episode Listen here: Spotify: bit.ly/46ijypd Apple: bit.ly/48GXUwp YouTube: bit.ly/48Jfq3p
🌍🧠 On #WorldMentalHealthDay let's remember the importance of self-care. Check out our friends over at @Talkclub Mental health can be daunting, but it only needs to start with a simple question: How are you? Out of 10? Quote via miss-mental #SelfCare #WorldMentalHealthDay2023
More Women are Needed in #WealthManagement ! Joined by Women's #Financial Wellbeing advocate & #FinancialPlanner Samantha Secomb @WomensWealthUK Listen in full: YuTb: bit.ly/3PR1bAP Sptfy: bit.ly/3LXxKMu 🍎: bit.ly/3Ff0T1S
💥Launch day today: Financial Planner Life Academy The first independent academy dedicated to training and developing the next generation of #financialplanners, #administrators, #paraplanners, & #mortgage protection advisers. More info & sign up here: bit.ly/45aiySA
It was an absolute pleasure to be on @TheFinancialPl7 podcast, we discussed some really interesting topics like: ✅ The future of content creation in the financial planning profession ✅ Why ecosystems are the real opportunity ✅ Tips for new planners open.spotify.com/episode/01v2Zk…
Day 155 of running the entire length of Africa🫡
Morality police attacks a woman not wearing hijab in a car. Watch her fight back despite getting punched in the face. To the undecided men: choose a side. And for the sake of humanity make interventions. This woman is all women of Iran. You’d do well to support them.
'Why investors are still finding it difficult to invest in a better world' esgclarity.com/why-investors-…
The Verve Award nominations for 2023 are now closed! ❌ Psst...a surprise will make its way to your inboxes if you're among the nominees. Keep an eye out! Shortlist Revealed: Monday 21st August. 👀 Make sure to grab a ticket for #Evolution2023 - eu1.hubs.ly/H04S-Vx0
Well this has given me something of a lift today. Just opened an email from the fabulous people at The Verve Group informing me that I've been nominated by my peers for ‘The Innovation Award’ at The Verve Awards this year! Thanks all and good luck to every nominee #Evolution2023
There's no point in being nominated for an award if you're not going to promote it, right? I'm really chuffed (and very surprised) to be nominated for The Thrive Award 2023 by @GroupVerve. Massive thanks to the people who nominated me!
THIS FRIDAY 👇 Don't miss our latest free webinar from @AskAdamOwen on finding the best route to Chartered Financial Planner 🏆 11AM Friday. Register 👉 tinyurl.com/charteredpathf…
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