This week Sam is joined by Natasha Percy Baxter from Percy Baxter Wealth Management. 18 months ago, Natasha reached out to the Financial Planner Life Podcast asking how she could get into the financial planning profession. Now she’s running her own Partner Practice for St. James’s Place, what a fantastic story! This self-employed route into the profession has worked really well for her and today Natasha will share this journey with us as well as some great advice to anyone thinking about joining the profession. As you’ll hear, Natasha is a natural communicator and she goes to prove what’s possible when we put ourselves out there and network. She is an inspiration and a fantastic role model. Enjoy! 

We cover: 

• Why Natasha is suited to Financial Planning 
• Networking and building a referral team 
• St. James's Place Wealth Management Academy process 
• Marketing and building your own brand. 
• Dealing with overwhelm and burnout 
• Wellbeing and financial education 

 

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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.   

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

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