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S7:E7 - Shifting your mindset to become a CFP professional
In this week’s #YourFinancialPlanning Maestro podcast we
talk to Oz Shtrosberg CFP™ from MAG Financial Services
about his journey to become a CFP professional.
This is a fascinating conversation about how financial
advisers need to shift their mindset to become CFP professionals. Oz talks through the various aspects of the process to complete his financial plan for the CISI L7 assessment, where he was
challenged and how it made him reconsider his approach to the assessment.
We also discuss what aspects of the business he went off and
changed straight away!
#CFP #YourFinancialPlanningMaestro #podcast
Oz Shtrosberg bio:
Oz Shtrosberg CFP™ is a Financial Planner at MAG Financial Services Ltd.
He studied Economics at Manchester University and went on to complete a MSc in Management. Following a career as the Marketing Director of a successful hair care distributor, Oz came back to his roots and passion for financial planning, joining MAG Financial Services in early 2015.
Oz provides his clients with Lifestyle Financial Planning, initially spending time getting to know his clients, their goals, and aspirations, before working together to build a suitable plan to reach those objectives. He has a keen interest in behavioural finance and believes this enhances the value he can give clients. He will often be heard stating that managing people's emotions surrounding finances is as important, if not more so, than managing their finances.
View all episodes
By Jacqueline LockieIn this week’s #YourFinancialPlanning Maestro podcast we
talk to Oz Shtrosberg CFP™ from MAG Financial Services
about his journey to become a CFP professional.
This is a fascinating conversation about how financial
advisers need to shift their mindset to become CFP professionals. Oz talks through the various aspects of the process to complete his financial plan for the CISI L7 assessment, where he was
challenged and how it made him reconsider his approach to the assessment.
We also discuss what aspects of the business he went off and
changed straight away!
#CFP #YourFinancialPlanningMaestro #podcast
Oz Shtrosberg bio:
Oz Shtrosberg CFP™ is a Financial Planner at MAG Financial Services Ltd.
He studied Economics at Manchester University and went on to complete a MSc in Management. Following a career as the Marketing Director of a successful hair care distributor, Oz came back to his roots and passion for financial planning, joining MAG Financial Services in early 2015.
Oz provides his clients with Lifestyle Financial Planning, initially spending time getting to know his clients, their goals, and aspirations, before working together to build a suitable plan to reach those objectives. He has a keen interest in behavioural finance and believes this enhances the value he can give clients. He will often be heard stating that managing people's emotions surrounding finances is as important, if not more so, than managing their finances.
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