My guest on Episode 5 of the financial planner life podcast this week is Makala Green. the principal of Green wealth Planning.
Makala Green dropped out of college at the age of 16 and started working for a building society as a cashier, she quickly rose through the ranks to become a Financial Planner at the age of 21!
Makala’s passion for studying and self-improvement helped her become the first black female Chartered Financial Planner in the UK and most recently a board-level member for the association of black financial professionals, the primary voice of black financial professionals in England and Wales.
Her career journey from a cashier in a building society to running her own business
How networking is vital to building a business in year 1
The power of LinkedIn to build introducer relationships.
How she combines her passion for entertainment with financial planning, ensuring her presentations are remembered!
Her first year as a business owner and building a client bank from scratch.
The benefits of outsourcing parts of her process so she can focus on what she loves, financial planning, and her family.
Why she loves working with sports personalities and entertainers and why they need a trustworthy financial planner in their corner.
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 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.