Скачать с ютуб Whats next after the St James's place Academy? Year 3 as a Financial Planner - Natasha Percy-Baxter в хорошем качестве

Whats next after the St James's place Academy? Year 3 as a Financial Planner - Natasha Percy-Baxter

St James's Place Academy Partnership Special with Natasha Percy-Baxter! We take a look at Natasha Percy Baxter's third year of being a Financial Planner after graduating from the St James's Place Academy. Interested in finding out more about St James's Place Academy? - start a conversation or apply here - https://www.sjp.co.uk/academy Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's Place. Natasha's journey from financial planner life podcast listener to financial planning prodigy is nothing short of inspiring. After launching her career influenced by this very podcast, Natasha quickly ascended through the ranks, graduating from the St James's Place Academy and becoming one of our most celebrated guests. Today, she shares the pivotal experiences and key learnings from her second year in the field, offering invaluable insights into Networking, Online Presence, and Client Meetings along with the continual support she receives from St James's Place. Key Highlights: The Journey Continues: Natasha reflects on her progression since her last appearance, detailing the evolution of her career and the impact of her initial podcast episode, one of the most downloaded in our history. Networking Mastery: With an impressive track record of attending 120 networking events in just two years, Natasha dives into the nuances of effective networking. She discusses the importance of intrinsic networking, engaging first impressions, strategic preparation, maintaining connections, and the art of follow-up. Her preference for LinkedIn as a networking tool provides listeners with practical advice for enhancing their online networking strategy. Building an Online Presence: Natasha emphasises the significance of a strong online presence for personal branding and client engagement. She shares her successful strategies for visibility, including podcast appearances and social media engagement, and reveals which platforms have yielded the best results for her. Client Meeting Strategies: Natasha offers a behind-the-scenes look at preparing for and conducting client meetings. From comprehensive preparation to utilizing prompt sheets for different meeting types, sticking to a process, and the importance of client and mentor feedback, she provides a roadmap for effective client interactions. The Power of Partnership: Natasha speaks to the essence of the 'St James Place Partnership,' highlighting the support, community feel, training opportunities, and the unique partnership experience that has fuelled her growth and success. Looking Ahead: What does the future hold for Natasha? Listen in as she outlines her plans for continuing her impactful journey in financial planning. 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: https://recruitukltd.co.uk/fpl-academy/ Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recrui... If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854 778 712. #financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast