This week is a special episode of the Financial Planner Life Podcast because our new co-host Elena is taking the reins for the first time. Joining her this week is James Wallis, owner of Aristotle Financial Planning.
James starting his own business during a COVID-19 lockdown and today he shares his journey from an employed financial planner to business owner. James gives some great advice to anyone who is thinking about going independent, we talk about how COVID has influenced his business journey, hiring that all important first employee and the benefit of using a recruitment consultant. Join us for a pandemic-positive story!
James’s transition from employed to self-employed
The Importance of clarifying your business vision
James’s number 1 piece of advice to aspiring entrepreneurs, JUST DO IT!
The importance of establishing who your ideal client is.
Why it’s okay to seek advice/mentorship
Hiring staff. We can’t do everything on our own.
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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 career.
Financial Planning Qualifications guide
2021 Financial planning Salary Guide
If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to [email protected] 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.