This week Sam is joined by Sara Davies, a financial planner working on a self-employed basis for DWJ Wealth Management. At the forefront of DWJ is a female and it’s very rare to have women in leadership roles within the financial planning profession so we talk about the benefits of this role model for Sara and the huge demand for more female financial planners. This is a second career for Sara so we dig deep into why she chose to leave a steady career for financial planning and how she has found the journey so far. Sara is also very open and honest about a bad experience in school which led her to believe that a career like this would be an impossible dream. A fantastic episode for anyone wanting to change careers as well as any women who may be concerned about entering into a male dominated industry. 

We cover: 

• Sara’s career journey 
• Overcoming setbacks to achieve your dream job 
• The demand for more female financial advisers 
• Tackling limiting beliefs, impostor syndrome and having an abundance mindset 
• Who can afford a financial planner? 
• Financial education in schools 

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.