If you want to make a successful transition from paraplanner to highly competent and skilled financial adviser, the first thing you should consider is to ‘forget everything you know’ from your previous role. Although these two roles complement each other in delivering a first class client experience, they are worlds apart in what is required to reach the top of your game.

This week, James and Sean are fortunate enough to be joined by one of the statesmen of financial planning in the UK, Jason Butler.

Jason shares stories, insights and anecdotes built up over his 30 years’ experience in financial services, as a financial planner, business owner and private investor.

Together, we take a deep dive into offering a true financial planning experience for clients and the communication skills and listening techniques required to do so. Jason also offers advice directly to those going through the transition to becoming a financial adviser and what they can do to master their craft.

Included in this week’s episode

• Jason Butler

• Bloomsbury Wealth

• CFP Qualification

• Financial Planning Training Academy

• NextGen Planners

• Financial Coaching

• Toast Masters

• Voyant

• The Matrix

• Timeline

• Advice Front

• Happy – Derren Brown

• The Obstacle is the Way – Ryan Holiday

• WillPower – Roy F. Baumeister and John Tierney

• Salary Finance