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This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’s exciting project called Female Folio, a network to support high net worth and affluent women on their investment journey. Women have more financial power than ever before, with more than 60% of the UK’s wealth expected to be in their hands by 2025. Female Folio talk about savings and investing in a different way, an inspiring way, a way that empowers women to write their own investment story. In this episode we also talk about the importance of having someone in a communications role within your firm, the difference between investing patterns of men and women, inter-generational wealth, intra-generational wealth and how we can break down the knowledge barrier for women around financial planning.
For more information on Female Folio you can visit their website here: https://www.femalefolio.com/
We cover:
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.
By Sam Oakes5
11 ratings
This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’s exciting project called Female Folio, a network to support high net worth and affluent women on their investment journey. Women have more financial power than ever before, with more than 60% of the UK’s wealth expected to be in their hands by 2025. Female Folio talk about savings and investing in a different way, an inspiring way, a way that empowers women to write their own investment story. In this episode we also talk about the importance of having someone in a communications role within your firm, the difference between investing patterns of men and women, inter-generational wealth, intra-generational wealth and how we can break down the knowledge barrier for women around financial planning.
For more information on Female Folio you can visit their website here: https://www.femalefolio.com/
We cover:
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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