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My Journey to becoming a Financial Advisor with Linzi Webb #4
Manage episode 447554116 series 3607974
Talk FS에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Talk FS 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of Talk FS, Linzi Webb shares her inspiring journey from aspiring financial advisor to achieving her goal. Starting as an administrator, she navigated her way through the financial services industry, gaining valuable experience as a paraplanner before finally becoming a financial advisor. Linzi discusses the importance of support from family and colleagues, the challenges of public speaking, and the fulfilment she finds in helping clients achieve their financial goals. Her story serves as a motivational guide for those looking to enter the financial advisory field.
Key takeaways from this episode:
- Linzi's journey to becoming a financial advisor was driven by her passion for helping people.
- Support from family and friends was crucial in her decision-making process.
- Working as an administrator provided valuable insights into the advisor role.
- Paraplanning helped Linzi understand the mechanics of financial advice.
- Public speaking was a surprising and rewarding experience for Linzi.
- Building strong client relationships is a key aspect of being a financial advisor.
- Linzi emphasises the importance of documentation and organisation in advising.
- Taking the time to progress in her career allowed Linzi to gain confidence.
- Embracing discomfort can lead to personal and professional growth.
- Having a support network is essential for overcoming self-doubt.
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