My first year as a financial planner - Natasha Percy-Baxter
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- Опубліковано 8 лип 2024
- This week Sam is joined by Natasha Percy-Baxter from Percy-Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life Podcast asking how she could get into the financial planning profession.
Now she’s running her own Financial Planning Partner Practice, what a fantastic story!
This self-employed route into the profession has worked really well for her and today Natasha will share this journey with us as well as some great advice to anyone thinking about joining the profession.
As you’ll hear, Natasha is a natural communicator and she goes to prove what’s possible when we put ourselves out there and network. She is an inspiration and a fantastic role model. Enjoy!
We cover:
-Why Natasha is suited to Financial Planning
-Networking and building a referral team
-St. James' Place Wealth Management Academy process
-Marketing and building your own brand.
-Managing with overwhelm and burnout
-Wellbeing and financial education
Be sure to follow financial planner life on UA-cam for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.
Financial Planner Life Academies
Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career or showcase your academy.
Learn more here: recruitukltd.co.uk/financial-...
Financial Planning Qualifications guide recruitukltd.co.uk/whats-the-...
2022 Financial planning Salary Guide recruitukltd.co.uk/the-recrui...
If you are an experienced financial planning candidate looking for a new job opportunity, please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.
if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!
Time Stamps
00:00 - Introduction
04:19 - How she decided that she wanted to work in financial planning
07:18 - How long did it take her to pick a new career?
11:36 - The benefits of changing industries & jobs
17:51 - What questions did she have about the financial profession
22:43 - Why you should have a business plan. What was Natasha's?
32:49 - Marketing and building your own brand.
38:30 - Dealing with overwhelm and burnout
41:23 - Journaling
52:01 - Her journey through St. James's Place
1:01:49 - Has she ever thought that she should've got into the profession a different way instead?
1:02:15 - She has finished the academy side of things. Are there still some ongoing learnings?
1:09:14 - Wellbeing and financial education
1:12:44 - Piggyback marketing. Writing for a magazine.
1:14:34 - Networking and building a referral team
1:26:05 - What does the next year look like?
I am just like Natasha with the notebook full of questions, ideas and business plan before even actually starting anything. And the love for learning more about a topic you are passionate about.
You’ll be pleased to know a new episode with Natasha is out tomorrow!
I love her. Found this very educational. Off to buy my note book.
a great guest, pleased you enjoyed it.
Incredibly inspiring interview that describes my situation to a tee! Regarding the United States, do you have any academy resources suitable for the US citizen? Thank you so much for your valuable content!
Great
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Thanks Sam and Natasha.
I found this very helpful, as I am currently trying to decide on the best training option (SJP/Quilter etc).
Well done Sam and all at FPL for the informative (and entertaining) content☺
thank you did you also watch M&G Wealth Academy video?
which one did you decide?
I'm considering going the academy route but not sure about the latest SJP negative media and drop in the investment market. Interested in knowing people's opinion and if that is impacting their business if linked to SJP.
Great podcast. Very educational and inspiring. Keep it up SO!
We are releasing a new episode with Natasha Thursday! Be sure to have a listen!
Wonderful podcast, I can't really put into words how helpful and encouraging this is. There is so much to take away from this podcast and it has given me a new set of objectives to work on to make a success out of my own path to becoming an IFA/FA.
On a side note something that hit me quite hard is when you were talking about recruiters having the mindset of "if you are not good enough for us we are not going to help you". I have experienced that in my earlier years and was literally told "Don't call us we will call you" in a sarcastic and patronising tone in an early interaction with recruitment agencies in the early 00's. Thankfully now I am established in my current career I have people jumping on trains and taking me out for coffees seeing if they can help recruit people into my team and even if I would be interested in moving on. However the work you are doing to bridge that gap and help people realise their own potential and also help recruiters realise that people are brilliant and with a bit of support and guidance they can achieve great things! You are really doing great things with the FP and Recruit UK brand!
Thank you so much for the positive feedback it means a lot! Where are you in your journey? Are you in Financial planning?
Also be sure to check out the latest episode, we welcome back Natasha to see how she is getting on!
@@thefinancialplannerlifepodcast You are very welcome Sam. I currently work in Higher education as an IT manager and I am right at the start of my journey. I am about 3 weeks into my study of R01 and just using my time to find great resources and sources of information and your podcast and the academy have really been massive in helping me to focus on the right areas.