This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions.
I really like Martin’s honesty about finding your way in the financial planning profession, your first job does not define you, instead, it sets you on a journey of discovery if you are willing to push yourself outside of your comfort zone.
From bancassurance to mortgage advice, self-employed RI to building an IFA firm.
The turning point in his career was when he started working closely with professional connections, Martin shares what he did and how this positively impacted the growth of his business.
Why moving from mortgage advice to financial planning is a great way to build the right attitude and transferable skills required to be a financial planner.
The benefits of hiring a business coach to push your business forward.
Taking the positives from the last 12 months, and how this will help improve the culture of financial planning firms.
The benefits of working with business owners and professional connections and why picking a niche advice specialism will help you build stronger relationships and generate quality client introductions.
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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.