Richard Mikdadi Chartered Fellow Ultra High Net Worth Financial Planning and the client experience. скачать в хорошем качестве

Richard Mikdadi Chartered Fellow Ultra High Net Worth Financial Planning and the client experience.

“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.” I love this quote from Chartered Fellow Richard Mikdadi, a partner at Tilney. I’ve known Richard for over a decade - we sat opposite each other when we both worked for Aviva. I knew back then that he was destined for great things, and that day came when he got to be a guest on The Financial Planner Life podcast. Joking aside, Richard was a fantastic guest who shares some absolute gems around a hugely successful career in UHNW financial planning. Not one to be missed! Some of the topics covered: · The benefits of being a Chartered Fellow, both for the planner and clients. · Financial Planning for UHNW clients: is a different skill set required? · Why understanding your clients’ hopes, dreams and fears will make you a better financial planner. · Teamwork makes the dream work: why surrounding yourself with experts is a must. As per usual if you want to connect with Sam Oakes click here and if you are looking for a new job within the financial planning industry check out Recruit UK a leading national financial planning recruitment agency. www.recruitukltd.co.uk Financial Planner Life Academies Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career or showcase your academy. Learn more here: https://recruitukltd.co.uk/financial-...