Part-Time Financial Planner, Why it works for me!

Financial Planner Life Podcast

Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of Dublin's financial sector.
Throughout our discussion, we explore her strategic decision to embrace part-time work, allowing her to balance a fulfilling career with family life, Sam of course tries to convince her to become "mama money"—a key influencer in the financial industry.
We also navigate the intricate landscape of financial planning across Ireland and the UK, through Paula's transition from an accounting firm to a pension trustee company. Hear about the challenges she encountered while balancing a demanding career and family life, including temporarily stepping away from the work. Despite these hurdles, Paula remained connected to her passion for financial planning through volunteering and ongoing education, which fueled her return to the industry. Additionally, we delve into the importance of building meaningful relationships over rigid system processes, and Paula's belief in creativity and innovation over repetitive tasks.
Our conversation further highlights the empowering potential for women in financial planning, especially for those juggling motherhood and a career. Paula shares her insights on carving out a niche tailored for families and the rewarding nature of educating children about money through financial planning. We wrap up the episode with a warm reflection on our mutual appreciation and discuss exciting opportunities for future collaboration. Tune in for a blend of inspiration, practical advice, and an uplifting journey into the world of financial planning.

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Розділи

1. Financial Planning Journey From Australia (00:00:00)

2. Navigating Financial Planning in Ireland (00:12:35)

3. Building Relationships vs. System Processes (00:22:15)

4. Emotional Coaching in Financial Planning (00:27:12)

5. Establishing Yourself as a Key Person (00:39:52)

6. Empowering Women in Financial Planning (00:48:37)

7. Networking and Future Collaboration (00:53:12)