This week Sam is joined by Nick Adamthwaite, Director of Masterplan Lending Advisers. This is an interesting conversation because Nick is under 30 years old and running his own business.
With his youth comes ideas on how to do things differently within the profession and today he tells us what that means for his staff and clients.
Nick thinks that age doesn’t matter as long as you can build trust, great advice for any young financial planners out there. We also discuss Nick’s career progression and how in the beginning, he was thinking about giving up the profession during a very painful time in his life.
Nick is very open and honest about this difficult time and shares with us how he bounced back and quickly learnt what it takes to be a great financial adviser, thanks in part, to support from some great mentors along the way.
-Nick’s career progression and why he almost quit the profession for good.
-Advice for young financial planners
-How to beat impostor syndrome
-The importance of customer exposure as soon as possible
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