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Flying the flag for independent advice

Having started her career in the banking world, Emma Bird, now financial planning director at Hansford Bell, soon realised she wasn't a fan of the target sales driven side of things. While it was a good training ground, she felt she needed to take charge and find something she truly loved doing. Turns out that was financial planning and Emma hasn't looked back since. Her first encounter of financial advice was at the bank seeing her colleagues recommend a limited range of products to customers. She had tried to do her adviser qualifications while there but after feeling like she had been pushed aside, she left. Hansford Bell was local to her and so she entered with a willingness to learn. Something she recommends to others considering financial planning as a career path. The firm was originally looking for a mortgage adviser and though she had no mortgage qualifications she explained in her interview that she would put her all into it. Grateful they took a chance on her, Emma delivered on what she said and went on to head up the mortgage department. Yet there was something about financial planning she felt drawn to. "I really loved the whole ethos of financial planning for clients," she tells host Katey Pigden in the latest episode of Planner Unplugged on Octo Members. Her love of learning about people, finding out what they want to do and helping them get there is one of the reasons she is keen to fly the flag for independent advice. "If you're independent, you can then service a client a lot more holistically because you can do everything. You can spin all of the plates for them. Whereas restricted, more or less can be quite a tunnel visioned aspect, which is absolutely fine for some people…for me as a planner, I want to be able to service that client completely and do everything for them if I can." In this conversation, Emma and Katey also talk about breaking down jargon, the need for empathy in client relationships, trying to strike the right balance with your personal and professional life, what advisers may need to consider when exiting their firm - (special shout out to Brian Hill) and ways the profession could try to attract new blood.