Player FM 앱으로 오프라인으로 전환하세요!
Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning.
Manage episode 427089845 series 2901742
Learn how Jack transitioned from the high-pressure world of teaching to a successful career in financial planning, leveraging his skills in numbers and relationship-building to redefine his professional path. Jack's story offers inspiration and practical advice for anyone considering a major career shift.
We pull back the curtain on the essential traits and varied pathways that lead to success in financial planning. Jack and I discuss why age and direct experience might not be as crucial as you think, and how transferable skills from seemingly unrelated fields can make all the difference. From understanding the financial commitments involved in obtaining qualifications to strategically positioning yourself to potential employers, this episode covers it all. Explore the importance of a tailored career path and how forcing individuals into unsuitable roles can hinder their potential.
Small business owners in the financial advisory space face unique challenges when it comes to hiring and retaining talent. Jack and I dissect these challenges and offer solutions, emphasizing the importance of engaging career development plans and practical training. We also delve into the proactive approaches job hunters should take, the significance of building long-term client relationships, and the evolving landscape of career paths in financial planning. Reflect with Jack as he shares invaluable advice he’d give his past self, highlighting the importance of external recognition and the small adjustments that can make a significant impact. Don't miss out on these insights and real-life success stories that could transform your career trajectory.
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.
챕터
1. Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning. (00:00:00)
2. Career Transition Into Financial Planning (00:00:01)
3. Career Development in Financial Planning (00:09:20)
4. Financial Planning Career Challenges and Solutions (00:20:09)
5. Training and Development in Financial Planning (00:23:59)
6. Navigating Paths to Financial Planning (00:33:44)
7. Proactive Approach to Financial Planning (00:44:59)
8. Building Client Relationships for Referrals (00:49:45)
9. Reflecting on Past and Present (01:02:41)
200 에피소드
Manage episode 427089845 series 2901742
Learn how Jack transitioned from the high-pressure world of teaching to a successful career in financial planning, leveraging his skills in numbers and relationship-building to redefine his professional path. Jack's story offers inspiration and practical advice for anyone considering a major career shift.
We pull back the curtain on the essential traits and varied pathways that lead to success in financial planning. Jack and I discuss why age and direct experience might not be as crucial as you think, and how transferable skills from seemingly unrelated fields can make all the difference. From understanding the financial commitments involved in obtaining qualifications to strategically positioning yourself to potential employers, this episode covers it all. Explore the importance of a tailored career path and how forcing individuals into unsuitable roles can hinder their potential.
Small business owners in the financial advisory space face unique challenges when it comes to hiring and retaining talent. Jack and I dissect these challenges and offer solutions, emphasizing the importance of engaging career development plans and practical training. We also delve into the proactive approaches job hunters should take, the significance of building long-term client relationships, and the evolving landscape of career paths in financial planning. Reflect with Jack as he shares invaluable advice he’d give his past self, highlighting the importance of external recognition and the small adjustments that can make a significant impact. Don't miss out on these insights and real-life success stories that could transform your career trajectory.
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.
챕터
1. Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning. (00:00:00)
2. Career Transition Into Financial Planning (00:00:01)
3. Career Development in Financial Planning (00:09:20)
4. Financial Planning Career Challenges and Solutions (00:20:09)
5. Training and Development in Financial Planning (00:23:59)
6. Navigating Paths to Financial Planning (00:33:44)
7. Proactive Approach to Financial Planning (00:44:59)
8. Building Client Relationships for Referrals (00:49:45)
9. Reflecting on Past and Present (01:02:41)
200 에피소드
Tutti gli episodi
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.