In this episode, Ryan Venner speaks with Julia Smith, a seasoned professional in financial planning and mortgage advisory. They explore the misconceptions surrounding networks in the financial services industry, the benefits of being part of a network, and the critical importance of business planning. Julia shares her insights on coaching versus mentoring, emphasising the need for accountability and clear communication in achieving business success. The conversation highlights the value of patience and regular reviews in business planning, encouraging listeners to reflect on their own practices.

Key takeaways from this episode:

• Misconceptions about networks often lead to unrealistic expectations.
• Joining a network means collaboration, not isolation.
• Networks invest in compliance and regulatory support for their members.
• Clear communication is essential for network success.
• Business planning should start with the end goal in mind.
• Regular reviews of business plans are crucial for success.
• Coaching provides accountability, while mentoring offers long-term guidance.
• Patience is key in both personal and professional growth.
• Utilizing network resources can enhance business performance.
• Choosing the right network is vital for business alignment.

Contact Us: ✉️ talkfs@premierjobsuk.com 💬 https://www.linkedin.com/in/ryanvenner/

In this episode of Talk FS, Ryan Venner engages with Adrian Watson, a seasoned expert in financial recruitment, to explore the current landscape of the financial planning market. They discuss the challenges faced in recruitment, the impact of economic factors such as cost of living and interest rates, and the evolving dynamics between employed and self-employed financial advisors. Adrian shares insights on the importance of salary benchmarking, the demand for support staff, and the significance of aligning values in recruitment. The conversation also touches on the hesitancy among candidates and the role of recruiters in guiding individuals through their career journeys, emphasising the need for adaptability in a changing market.

Key takeaways from this episode:

• The financial planning market has faced significant challenges in recruitment.
• Economic factors like cost of living and interest rates impact candidate decisions.
• Candidates are increasingly seeking reassurance about their compensation packages.
• Salary benchmarking has become a critical focus for both candidates and companies.
• The demand for experienced support staff has surged post-Consumer Duty.
• There is a notable shift towards employed positions in financial advisory roles.
• Self-employed advisors prioritize alignment with company values over just financial splits.
• Recruiters play a vital role in matching candidates with the right opportunities.
• Job seekers should be open-minded and conduct thorough research before interviews.
• Continuous learning and adaptability are essential in the recruitment landscape.

Contact Us:

✉️ talkfs@premierjobsuk.com

💬 https://www.linkedin.com/in/ryanvenner/

Adrian Watson:

✉️ adrianw@premierjobsuk.com

💬 https://www.linkedin.com/in/adrian-watson-84265214/

📞 07828 570200

In this episode, Ryan Venner interviews Elaine Cook, an expert in equity release and later life lending. They discuss common misconceptions about equity release, the evolution of products in the market, and the importance of independent advice. Elaine shares her journey in the industry, the regulatory protections in place for clients, and the significance of educating both clients and their families. The conversation highlights the value of listening to clients and tailoring advice to their unique situations, as well as the challenges and opportunities in the current equity release market.

Key takeaways from this episode:

• The biggest misconception is losing ownership of the property.
• Equity release products have evolved significantly over the years.
• Clients can port their equity release contracts when moving.
• Flexibility in payments is a key feature of modern equity release products.
• Independent advice is crucial for tailored recommendations.
• There is a two-tier protection system in the equity release market.
• Educating clients and their families is essential for informed decisions.
• The market is seeing innovations that cater to diverse client needs.
• Elaine emphasizes the importance of listening to clients' needs.
• Personal experiences in equity release can dramatically change clients' lives.

Contact Us: ✉️ talkfs@premierjobsuk.com 💬 https://www.linkedin.com/in/ryanvenner/