Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm

Financial Planner Life Podcast

Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group!
Sam’s experience in Financial Planning puts him a cut above the rest when it comes to navigating a career as a Paraplanner. After taking on the role himself, Sam moved into managing a team of successful Paraplanners, and has seen some of his colleagues make serious waves in the world of Paraplanning as a career choice since then.
We establish the value of strong back-office support when it comes to running a successful business, highlighting areas which are often overlooked by those focusing solely on their front line, Financial Advisers.
Sam now trains, upskills and academically supports Paraplanners looking to excel their career in Financial Planning, meaning he knows he’s in a position to give some highly valuable guidance to those in this niche, yet increasingly recognised role.
If you’re a business owner, wondering what you can do to supercharge your back-office, or a Paraplanner, looking to be the best version of yourself in your career, this is the episode for you!
Time Stamps
00:00:00 | Intro
00:05:28 | Quick fix to improve your business
00:10:08 | Progressing Paraplanners
00:17:59 | The Paraplanner Club
00:28:24 | Step outside the business to improve the business
00:34:44 | Influence a pay rise
00:48:42 | Rockstars and Superstars
00:58:51 | How to become a better manager
01:07:38 | Mental health
01:23:34 | Outro
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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.
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/
Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.
Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/
If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [e-mail] or call 07854778712.
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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
Check out the 2024 Financial Planning Salary Guide here.
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