Why you shouldn't think like a trainee financial planner, we talk mindset attitude and soft skills

Todays guest on the financial planner life podcast is Kay Mechial from Black Lion Wealth. Kay covers his career journey from trainee financial planner to running his own financial planning firm. I really enjoyed talking to Kay, full of passion and enthusiasm for the profession, a firm believer that mindset and attitude are the two key ingredients to make it as a financial adviser. We talk about the part, sales roles has played in his career, and why he feels the transferable skills gained in previous sales roles, really helped keep him motivated in the early days of financial planning.  Kay shares his previous experience as a trainee, securing a role with a top end financial planning firm. He is grateful for all the support received, and why he believes that his decision to not think like a trainee was instrumental in his success.   We also cover🟢How he approaches the early meetings with clients to make the best impact.🟢Personal development, why you should be focusing on what you don't know. 🟢Why self awareness, and emotional intelligence is vital when working with new clients.🟢Stepping into self employed and running your own business.  Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/ 2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/ follow the financial planner life podcast on Spotify - https://open.spotify.com/show/6vdF54D6IfBGy20h6Xvt4k?si=RohuXyawSQ2jPCl-gqWMBQ Apple - https://podcasts.apple.com/gb/podcast/the-financial-planner-life-podcast/id1505494249 If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK. if you hold level 4 qualification and looking for an entry role into financial planning please also reach out!

Om Podcasten

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast.  since 2008 Sam has been supporting leading national and global financial planning firms in finding the best talent, he was the director of Recruit UK, a 7 figure turnover financial planning recruitment company that he successfully exited in 2024, Sam now works as the Head of Creative for Hoxton wealth, building out podcasts, YouTube and social content for this fast growing fee based international financial planning firm.  Sam has always had a passion for financial services, starting out as a trainer for leading product provider in the UK, he has been in the industry for over 20 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing profession. Be sure to check out Financial Planner Life Academy - start your career today! https://financialplannerlife.com/academy/