Today's guest on the Financial Planner Life podcast Helen Thomas, Chartered Financial Planner with a wealth of industry experience. We talk about her career journey to date, different options available for those seeking a career in Financial Advice and what’s in store for the next generation of Financial Planners!

 

We cover many subjects 

·       The variety of options available for starting a career in financial planning

·       Helen’s thoughts on independent vs restricted financial advice

·       Transitioning from Paraplanner to Financial Adviser

·       Educating the next generation on the importance of financial planning

·       Confidence building tips for those who aren’t naturally extroverted

 

Helen has a really positive outlook on the industry and the way the next generation thinks about their money. A breath of fresh air to what is often portrayed in the media, this is a great episode for both prospective financial planning professionals and those with an established career in the industry.

 

Hope you enjoy it. 

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