This week we have an exceptional guest on the Financial Planner Life podcast; Oliver McDonald is a Financial Planner and Co-Founder/Director of Engage Wealth Management, experts in helping corporations take a deeper look at their finances, employee benefits packages and the future of their company.
Oliver walks us step-by-step through his journey from starting out in personal banking, to moving across to Financial Advice, explaining the steps he took, what worked and what didn’t, and the decisions he faced when navigating his career progression journey.
We also look at which career routes are best suited to those from non-financial services backgrounds, exploring the different options available and what key points to consider when embarking on this journey.
Oliver is a self-built, hard worker who’s no stranger to business development, and he outlines for us the differences in how he approaches corporate clients, and individuals when offering his services and picking up new business.
This episode is a must-listen for anyone looking to accelerate their career progression, market their services and learn the ropes of business development within Financial Planning! We hope you find it as valuable as we did!
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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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