Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes

Financial Planner Life Podcast

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Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter life crisis" that led him to the world of financial advising. His story is a testament to the power of self-belief and strategic career moves, offering invaluable insights for anyone at the start of their financial planning journey.
Tom sheds light on the often challenging transition into financial advice, sharing his firsthand experiences of the steep learning curve beyond passing the CII RO exams. He emphasizes the crucial role of on-the-job training and the wisdom gained from observing professionals. Whether you're considering a move into financial planning or navigating its early stages, Tom's advice on dealing with recruiters and understanding financial products is essential listening.
We also explore the strategic choices between employment and self-employment in the financial planning profession. Tom's candid reflections on the barriers to entry and the need for a foundational salary for trainees highlight the practical challenges newcomers face. His perspective on leveraging youth to take career risks and the eventual financial rewards of persistence and hard work provides a roadmap for aspiring financial planners. Join us for a conversation rich with actionable advice and personal stories that can shape your career in financial planning.

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章

1. Career Journey in Financial Planning (00:00:00)

2. Navigating Entry Into Financial Planning (00:13:00)

3. Recruiting Challenges in Financial Planning (00:17:38)

4. Opportunities in Financial Planning Careers (00:30:57)

5. Financial Planning Career Opportunities (00:40:02)

6. Evolution in Financial Planning Career (00:43:43)

7. Financial Planning Career Earnings and Security (00:46:57)

8. Insights for Financial Planning Career (00:56:13)