Artwork

Contenido proporcionado por Sam Oakes. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Sam Oakes o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Player FM : aplicación de podcast
¡Desconecta con la aplicación Player FM !

Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards

31:08
 
Compartir
 

Manage episode 417265908 series 2901742
Contenido proporcionado por Sam Oakes. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Sam Oakes o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Send us a text

Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent.
Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sector, he's on track to become a financial planner by 25, a testament to the power of mentorship and seizing opportunities.
This episode uncovers how companies like Foster Denovo are crafting a new era of financial advising that encourages rapid career progression and nurtures young minds like Ryan.
The conversation highlights the critical role of mentorship in shattering the stereotype of the gray-haired financial advisor and the importance of attracting youthful talent to revitalise an aging industry. Mentorship, as Ryan experienced, isn't just career development—it's an industry revolution.
As we wrap up, we touch on the profound influence financial planners wield on their clients' lives, linking fiscal health to emotional well-being.
Ryan and I explore the emotional rewards that come from guiding individuals toward financial milestones, the significance of financial literacy, and how technology is poised to redefine the industry landscape.
Looking ahead, we anticipate the excitement of a new guard of advisors ready to uphold the legacy of those before them, with Ryan's narrative serving as an inspiration for a vibrant future in financial planning.
If you are interested in joining Foster Denovo - Click here for current Vacancies

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

  continue reading

Capíttulos

1. Career Journey in Financial Planning (00:00:00)

2. Progression and Mentorship in Financial Planning (00:10:41)

3. Mentoring and Career Progression in Finance (00:15:29)

4. Financial Planning (00:24:17)

5. Future of Financial Planning Professionals (00:30:19)

202 episodios

Artwork
iconCompartir
 
Manage episode 417265908 series 2901742
Contenido proporcionado por Sam Oakes. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Sam Oakes o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Send us a text

Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent.
Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sector, he's on track to become a financial planner by 25, a testament to the power of mentorship and seizing opportunities.
This episode uncovers how companies like Foster Denovo are crafting a new era of financial advising that encourages rapid career progression and nurtures young minds like Ryan.
The conversation highlights the critical role of mentorship in shattering the stereotype of the gray-haired financial advisor and the importance of attracting youthful talent to revitalise an aging industry. Mentorship, as Ryan experienced, isn't just career development—it's an industry revolution.
As we wrap up, we touch on the profound influence financial planners wield on their clients' lives, linking fiscal health to emotional well-being.
Ryan and I explore the emotional rewards that come from guiding individuals toward financial milestones, the significance of financial literacy, and how technology is poised to redefine the industry landscape.
Looking ahead, we anticipate the excitement of a new guard of advisors ready to uphold the legacy of those before them, with Ryan's narrative serving as an inspiration for a vibrant future in financial planning.
If you are interested in joining Foster Denovo - Click here for current Vacancies

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

  continue reading

Capíttulos

1. Career Journey in Financial Planning (00:00:00)

2. Progression and Mentorship in Financial Planning (00:10:41)

3. Mentoring and Career Progression in Finance (00:15:29)

4. Financial Planning (00:24:17)

5. Future of Financial Planning Professionals (00:30:19)

202 episodios

Todos los episodios

×
 
Loading …

Bienvenido a Player FM!

Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.

 

Guia de referencia rapida