This week Sam is joined by Natasha Percy-Baxter from Percy-Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life Podcast asking how she could get into the financial planning profession.
Now she’s running her own Financial Planning Partner Practice, what a fantastic story!
This self-employed route into the profession has worked really well for her and today Natasha will share this journey with us as well as some great advice to anyone thinking about joining the profession.
As you’ll hear, Natasha is a natural communicator and she goes to prove what’s possible when we put ourselves out there and network. She is an inspiration and a fantastic role model. Enjoy!
-Why Natasha is suited to Financial Planning
-Networking and building a referral team
-St. James’ Place Wealth Management Academy process
-Marketing and building your own brand.
-Managing with overwhelm and burnout
-Wellbeing and financial education
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 https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/
2022 Financial planning Salary Guide https://recruitukltd.co.uk/the-recruit-uk-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!