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IFA Admin to IFA Business Owner: The Journey with George Thomas #9
Manage episode 454918007 series 3607974
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In this episode of Talk FS, Ryan Venner interviews George Thomas, a financial planner and director at Four Pillars Financial Planning. They discuss George's journey from university to becoming a financial planner, the importance of mentorship, qualifications, and soft skills in the financial services industry, and the challenges and rewards of running a small business. George shares insights on building client relationships, the significance of goal setting, and how his experiences have shaped his career.
Key Takeaways:
- George transitioned from retail to financial services.
- He found his passion in working with people.
- Qualifications are essential, but soft skills matter more.
- Mentorship played a crucial role in George's development.
- He learned from multiple advisors to create his own style.
- Running a small firm offers closer client relationships.
- Goal setting and accountability drive progress.
- Continuous learning is vital in the financial industry.
- George emphasises the importance of personal connections.
- The journey of becoming a director has been rewarding.
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