This week Elena is joined by Bryce Clark, client services administrator at Wellington Wealth.
Today we talk about the importance of the administrator role to a business and your personal development. In Bryce’s opinion, this is a great way into the profession if you want to become a financial planner.
We also talk about Bryce’s Instagram account ‘Clark’s Financial Sparks’, and how it gives much-needed financial guidance to young people who otherwise wouldn’t receive it from wealth management firms.
At this young age, bad spending habits need to be addressed before they get out of control.
We also go into the psychological side of our relationship with money and Bryce admits where he was previously going wrong.
We also cover why we should encourage young people into the profession and how this will benefit the diverse clientele needing financial advice.
You can follow Bryce on Instagram here: https://instagram.com/clarksfinancialsparks?igshid=YmMyMTA2M2Y=
- Starting from scratch and getting into the financial planning profession
- The importance of an administration role
- The perception of working in financial services vs reality
- Clark’s Financial Sparks Instagram account
- The psychological side of our relationship with money
- Encouraging more people into the financial profession
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