This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & booted financial planner.
His down-to-earth, casual approach is a breath of fresh air to the financial profession and obviously appeals to his target audience. In his own words, he’s been able to niche down on the ‘grafter’ market.
This includes barbers, bricklayers, plumbers & personal trainers. This has clearly worked as 313 Wealth Management have tripled their turnover in AUM (Assets Under Management) during the lockdown. I hope you enjoy this interview as much as I did and take inspiration from Richard’s out-of-the-box thinking.
Richard’s journey and how he got into the financial profession.
The role of social media in business development.
The power of word of mouth
The importance of a long-term approach to business development versus short term wins.
Why financial planners should avoid pursuing the same type of client.
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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.