Any new Financial Planner should have a business plan

This week Sam is joined by Natasha Percy-Baxter from PercyBaxter Wealth Management 🎙
18 months ago, Natasha reached out to The Financial Planner Life Podcast ( the first resource she came across on google for financial planning careers) asking how she could get into the financial planning profession. 🏆
This is why I set up the financial planner life podcast, our guest's career stories inspire and educate those looking to move into this awesome profession. 🙏
After creating a detailed business plan it became quickly apparent that self-employment and running her own practice was the right route 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 on to prove what’s possible when we put ourselves out there and network.
Full episode here: • My first year as a fin...
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's Place Wealth Management Academy process
💚 Marketing and building your own brand.
💚 Dealing with overwhelm and burnout
💚 Wellbeing and financial education
💚 her future plans and how she keeps organised.
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.c...