Скачать с ютуб From Retail to Financial Planning: The Transformative Journey of Godfrey Asare в хорошем качестве

From Retail to Financial Planning: The Transformative Journey of Godfrey Asare

In this episode of the Financial Planner Life Podcast, Sam sits down with Godfrey Asare, a Financial Planner and Partner at St James Place, to discuss what it takes to build a successful, client-centric financial advisory practice. Godfrey shares his personal journey of leaving an established firm and starting his own business, navigating the challenges of entrepreneurship, and building a company from the ground up. During this conversation, Godfrey dives into the importance of creating a strong, aligned team and how to find employees that embody your values and vision. He also highlights the significance of adopting a client-first approach, emphasizing the need to understand each client’s unique goals and financial situations, particularly when working with entrepreneurs, business owners, and medical professionals. Sam and Godfrey further explore the role of technology in financial planning, discussing how it enhances efficiency while also challenging advisors to maintain strong personal relationships with their clients. Finally, Godfrey offers practical advice for aspiring financial planners, sharing actionable tips on how to start and grow a successful business in the financial planning industry. Whether you’re an experienced financial professional or just starting out, this episode is filled with real-world insights to help you elevate your practice and deliver top-tier service to clients. 00:00 - Introduction 02:15 - Godfrey’s Journey to Becoming a Partner at St James's Place 06:30 - Overcoming the Challenges of Being a Business Owner 10:45 - Building a Client-Centric Financial Practice 14:20 - Finding and Hiring the Right Team 19:10 - Aligning Team Values and Vision 23:45 - Understanding Clients’ Unique Financial Goals 28:15 - Specializing in Entrepreneurs and Business Owners 32:05 - Working with Medical Professionals 35:45 - The Role of Technology in Financial Planning 39:30 - Maintaining Personal Relationships with Clients 43:50 - Advice for Aspiring Financial Planners 47:15 - Key Takeaways from Godfrey's Journey Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/ If you want to discuss partnering with The Financial Planner Life for jobs, advertising, marketing, or academies, please get in touch with [email protected] or 07854778712. Interested in joining Godfrey at St James's Place? - Visit the St James' Place Careers page here: https://www.sjp.co.uk/academy #financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast