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This week Elena is joined by Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive (and quick!) career journey from a semi-professional rugby player, pulling pints in a pub, to company director. Dan is certainly in the younger demographic of financial professionals but he tells us how this hasn’t held him back, in fact, he tells us why it’s an advantage to be a young financial planner in this digital age. Dan set up an Instagram account ‘DanTalksMoney’ to help educate and connect with younger generations. Social media is not just good for business, it’s also an effective tool to get young people interested in joining the financial profession, addressing the issue of an ageing workforce.
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 Dan Martin, Director and Chartered Independent Financial Planner at MDM Wealth LTD. Dan talks us through his impressive (and quick!) career journey from a semi-professional rugby player, pulling pints in a pub, to company director. Dan is certainly in the younger demographic of financial professionals but he tells us how this hasn’t held him back, in fact, he tells us why it’s an advantage to be a young financial planner in this digital age. Dan set up an Instagram account ‘DanTalksMoney’ to help educate and connect with younger generations. Social media is not just good for business, it’s also an effective tool to get young people interested in joining the financial profession, addressing the issue of an ageing workforce.
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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