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内容由Sam Oakes提供。所有播客内容(包括剧集、图形和播客描述)均由 Sam Oakes 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Part-Time Financial Planner, Why it works for me!

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Manage episode 447621760 series 2901742
内容由Sam Oakes提供。所有播客内容(包括剧集、图形和播客描述)均由 Sam Oakes 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Send us a text

Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of Dublin's financial sector.
Throughout our discussion, we explore her strategic decision to embrace part-time work, allowing her to balance a fulfilling career with family life, Sam of course tries to convince her to become "mama money"—a key influencer in the financial industry.
We also navigate the intricate landscape of financial planning across Ireland and the UK, through Paula's transition from an accounting firm to a pension trustee company. Hear about the challenges she encountered while balancing a demanding career and family life, including temporarily stepping away from the work. Despite these hurdles, Paula remained connected to her passion for financial planning through volunteering and ongoing education, which fueled her return to the industry. Additionally, we delve into the importance of building meaningful relationships over rigid system processes, and Paula's belief in creativity and innovation over repetitive tasks.
Our conversation further highlights the empowering potential for women in financial planning, especially for those juggling motherhood and a career. Paula shares her insights on carving out a niche tailored for families and the rewarding nature of educating children about money through financial planning. We wrap up the episode with a warm reflection on our mutual appreciation and discuss exciting opportunities for future collaboration. Tune in for a blend of inspiration, practical advice, and an uplifting journey into the world of financial planning.

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

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
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

  continue reading

章节

1. Financial Planning Journey From Australia (00:00:00)

2. Navigating Financial Planning in Ireland (00:12:35)

3. Building Relationships vs. System Processes (00:22:15)

4. Emotional Coaching in Financial Planning (00:27:12)

5. Establishing Yourself as a Key Person (00:39:52)

6. Empowering Women in Financial Planning (00:48:37)

7. Networking and Future Collaboration (00:53:12)

215集单集

Artwork
icon分享
 
Manage episode 447621760 series 2901742
内容由Sam Oakes提供。所有播客内容(包括剧集、图形和播客描述)均由 Sam Oakes 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Send us a text

Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of Dublin's financial sector.
Throughout our discussion, we explore her strategic decision to embrace part-time work, allowing her to balance a fulfilling career with family life, Sam of course tries to convince her to become "mama money"—a key influencer in the financial industry.
We also navigate the intricate landscape of financial planning across Ireland and the UK, through Paula's transition from an accounting firm to a pension trustee company. Hear about the challenges she encountered while balancing a demanding career and family life, including temporarily stepping away from the work. Despite these hurdles, Paula remained connected to her passion for financial planning through volunteering and ongoing education, which fueled her return to the industry. Additionally, we delve into the importance of building meaningful relationships over rigid system processes, and Paula's belief in creativity and innovation over repetitive tasks.
Our conversation further highlights the empowering potential for women in financial planning, especially for those juggling motherhood and a career. Paula shares her insights on carving out a niche tailored for families and the rewarding nature of educating children about money through financial planning. We wrap up the episode with a warm reflection on our mutual appreciation and discuss exciting opportunities for future collaboration. Tune in for a blend of inspiration, practical advice, and an uplifting journey into the world of financial planning.

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

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
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

  continue reading

章节

1. Financial Planning Journey From Australia (00:00:00)

2. Navigating Financial Planning in Ireland (00:12:35)

3. Building Relationships vs. System Processes (00:22:15)

4. Emotional Coaching in Financial Planning (00:27:12)

5. Establishing Yourself as a Key Person (00:39:52)

6. Empowering Women in Financial Planning (00:48:37)

7. Networking and Future Collaboration (00:53:12)

215集单集

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