• The Journey Continues: Natasha reflects on her progression since her last appearance, detailing the evolution of her career and the impact of her initial podcast episode, one of the most downloaded in our history.
• Networking Mastery: With an impressive track record of attending 120 networking events in just two years, Natasha dives into the nuances of effective networking. She discusses the importance of intrinsic networking, engaging first impressions, strategic preparation, maintaining connections, and the art of follow-up. Her preference for LinkedIn as a networking tool provides listeners with practical advice for enhancing their online networking strategy.
• Building an Online Presence: Natasha emphasises the significance of a strong online presence for personal branding and client engagement. She shares her successful strategies for visibility, including podcast appearances and social media engagement, and reveals which platforms have yielded the best results for her.
• Client Meeting Strategies: Natasha offers a behind-the-scenes look at preparing for and conducting client meetings. From comprehensive preparation to utilizing prompt sheets for different meeting types, sticking to a process, and the importance of client and mentor feedback, she provides a roadmap for effective client interactions.
• The Power of Partnership: Natasha speaks to the essence of the 'St James Place Partnership,' highlighting the support, community feel, training opportunities, and the unique partnership experience that has fuelled her growth and success.
• Looking Ahead: What does the

Begin your financial planning career journey today

Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!

If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here

Check out the 2023 Financial planning Salary Guide here.

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo.

Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, structured career development, and the undeniable importance of financial education in today's digital age. Josie's narrative invites us to consider the infinite possibilities that await in the financial planning sector for those with the drive to succeed.

This episode unpacks the realities of growing within the financial planning industry, offering listeners a front-row seat to Josie's progression from administrative beginnings to a commanding practice manager role. Her experiences shed light on the dual art of cultivating technical know-how alongside essential relationship-building techniques, proving that success in this field hinges on juggling both with grace. Josie's insights into professional trajectories will resonate with anyone looking to carve out their own path in this dynamic space.

Listen in as we navigate the nuances of supporting advisors and clients, the strategic importance of personal development plans, and the delicate balance required in management roles. Josie's candid reflections on the rise through the ranks of financial planning not only offer guidance but also celebrate the personal satisfaction that accompanies each new career milestone. Her story is a beacon for ambitious individuals, illuminating the diverse pathways to achievement in the financial planning profession.

Begin your financial planning career journey today

Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!

If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here

Check out the 2023 Financial planning Salary Guide here.

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector.

Her path, influenced by personal connections and a drive for inclusivity, echoes throughout our discussion, offering a fresh perspective on finding one's niche in the often-intimidating world of finance.

At First Wealth, Phoebe's story unfolds within a firm that prides itself on being a B Corp, valuing impact on society and the environment as much as client satisfaction.

Navigating the financial industry is no small feat, yet Phoebe does so with grace, balancing client engagement and advisor support within First Wealth's unique 'pod' system.

Her candid sharing of the challenges and triumphs of pursuing professional qualifications, like the CII Level 4 Diploma in Regulated Financial Planning, underscores the importance of resilience in personal growth.

Her position as a B Corp leader further illuminates how non-traditional roles within finance can spearhead positive change, proving that every team member can have a profound influence on a company's ethos and action.

This episode takes a sharp turn into the significance of diversity and inclusive financial education, both of which are transforming the finance landscape. As Phoebe discusses initiatives like Thrive, co-founded by Robert Kaplan, it becomes clear that democratizing financial advice is not just a dream but an actionable goal.

The platform's mission to break cycles of financial illiteracy is a testament to the evolving face of finance—one that embraces different backgrounds and strives for an inclusive future.

Whether you're in the financial sector or simply curious about the people that shape it, Phoebe's insights offer a compelling narrative on the power of inclusion and education.

Begin your financial planning career journey today

Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!

If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here

Check out the 2023 Financial planning Salary Guide here.

Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.