This week Elena is joined by Joseph Obeng, financial planner at Q Wealth. Joseph shares his unique and inspirational story of how he got into the financial planning profession. Although he felt like he didn’t belong, he put himself out there, started conversations with strangers (literally, one was on a train!) and this strategy opened doors for him. He also shares with us his difficult upbringing and explains how this motivates him to be the best version of himself today. His upbringing also motivates him to serve his clients, he doesn’t want them to ever struggle financially like he did. Joseph also talks about his book, Flow State of Money. He wrote this book to offer the financial guidance which he wished he had received when he was younger. Joseph is a truly inspirational guy and this is a great episode for anyone who might think that they don’t fit the ‘financial adviser’ mould.
- Joseph’s career story
- His motivation to be successful
- Embracing yourself instead of comparing yourself to others
- His book. Flow State of Money
- Advice to anyone who is worried about not fitting into the financial profession
- Self-development and mindset
You can find his book ‘Flow State of Money’ here
Be sure to follow financial planner life on YouTube 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. Learn more here.
Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.
Check out the 2022 Financial planning Salary Guide here.
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712