Financial Planner Life Podcast

Build trust and you’re good, no matter your age – Nick Adamthwaite


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This week Sam is joined by Nick Adamthwaite, Director of Masterplan Lending Advisers. This is an interesting conversation because Nick is under 30 years old and running his own business. With his youth comes ideas on how to do things differently within the profession and today he tells us what that means for his staff and clients. Nick thinks that age doesn’t matter as long as you can build trust, great advice for any young financial planners out there. We also discuss Nick’s career progression and how in the beginning, he was thinking about giving up the profession during a very painful time in his life. Nick is very open and honest about this difficult time and shares with us how he bounced back and quickly learnt what it takes to be a great financial advisor, thanks in part, to support from some great mentors along the way. 

We cover: 

  • Nick’s career progression and why he almost quit the profession for good. 
  • Advice for young financial planners 
  • Overcoming hardships 
  • How to beat impostor syndrome 
  • The importance of customer exposure as soon as possible 


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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.    

Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.

Check out the 2022 Financial planning Salary Guide here.   

If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712.  



Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? Drop Sam a message.

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Financial Planner Life PodcastBy Sam Oakes

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