This week Sam is joined by Chartered Fellow and Financial Planner, Emma Hall from 75point3.
In this episode, we hear about Emma’s career journey within the financial planning profession, knowing nothing about financial planning and coming from working-class family background, Emma was the first female in her family to go to university where she studied psychology and criminal justice by her own admission felt she could’ve done better, however, she graduated university and wasn’t sure what she wanted to do next, she came across a graduate financial adviser scheme, applied and got the job!
like so many, she kind of fell into the role, fast forward 16 years Emma is now a Chartered Fellow, today she shares with us why joining the profession was the best decision she ever made.
We find out about her experiences as a woman in the Financial Planning profession how she overcame negative comments about her gender, and how her step into Fellowship has helped her gain confidence, knowledge, and a deeper understanding of the benefits of being a female financial planner.
We talk about why she chose the employed route and how she has managed her family commitments whilst continuing to excel and improve as a financial adviser.
We also discuss the benefits of a flexible working approach, and how this approach needs to become normalised in employed roles. We also talk about the digital world we live in, why advisers shouldn’t 100% rely upon digital methods to win clients, and how traditional face-to-face methods work for her and will work for you!
A fantastic episode jam-packed with Financial planning career gold!
we also cover
- interview red flags, and what questions to ask.
- how to handle pressure in an employed role
- Are the younger generation missing out on essential skills
- Being a working mother
- Journey to Fellowship
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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 careers.
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.
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Check out the 2022 Financial planning Salary Guide here.
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