How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes

Financial Planner Life Podcast

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What happens when an aspiring professional rugby player swaps the field for financial advising?
Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector.
Discover how his father's influence and the rigorous training at the Quilter Financial Advisory School played crucial roles in reshaping his career path.
Tom Schofield walks us through the essential building blocks of a thriving financial advising career. He opens up about the perseverance required in the early years, from tackling insurance and mortgages to expanding into comprehensive financial planning services.
Gain valuable insights into the snowball effect of client referrals and understand the immense value of financial protection and planning. Tom shares heartfelt stories illustrating how life insurance and financial safeguards offer emotional and psychological security, bringing peace of mind to clients during life's unpredictable moments.
Learn how the supportive and flexible work environment at Foster Denovo has been a catalyst for Tom's business growth.
Tom discusses the benefits of mentorship, collaboration, and delegating tasks to focus on client acquisition and management. Understand the significance of learning from high-performing peers and harnessing company resources to scale a business effectively.
This episode is packed with practical advice and motivating stories for anyone in the financial advisory sector or those contemplating a career change, showcasing how resilience, support, and a commitment to learning can lead to remarkable success.
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Capíttulos

1. Career Transition (00:00:00)

2. Building Success in Financial Advisory (00:12:29)

3. Importance of Financial Protection and Support (00:16:03)

4. Flexible Work Environment and Business Growth (00:27:29)

5. Advisor Mentoring and Business Growth (00:36:21)

6. Business Growth Through Collaboration and Support (00:44:55)

7. Learning From Mentors in Early Career (00:49:33)