This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more. 

Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client care really is something to behold! She talks us through how she is able to make her clients feel comfortable being vulnerable – a hugely powerful skill to have as a financial adviser. To be able to get your clients to open up and be honest about their finances and their future goals is the starting point of real progression! 

Sam and Bobby also speak about manifestation and visualisation and how we should be mindful of the people we surround ourselves with. It can make a huge difference when it comes to your own limiting beliefs when the right people are on your side. All this, and so much more on this new episode – we hope you enjoy. 

Time Stamps 

00:00:00 | Intro 
00:01:34 | Why join the financial planning profession 
00:07:49 | Don't fear challenging clients 
00:16:02 | Being comfortable with being vulnerable 
00:19:40 | Visualisation 
00:26:55 | Behavioural science 
00:36:49 | Pursuit of happiness 
00:42:40 | The importance or culture and values 
00:58:02 | What makes a great manager 
01:00:22 | Social media 
01:09:34 | Bobby's advice 

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If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/ 

 

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