Artwork

Вміст надано Sam Oakes. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Sam Oakes або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Player FM - додаток Podcast
Переходьте в офлайн за допомогою програми Player FM !

Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo

58:19
 
Поширити
 

Manage episode 460121620 series 2901742
Вміст надано Sam Oakes. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Sam Oakes або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

In this episode of the Financial Planner Life Podcast, we’re joined by Marnel Stafford, a financial planner at Foster Denovo, who shares her remarkable story of pivoting into the profession at 50 and making waves in her first year.

💬 "Starting at 50 might seem late to some, but for me, it was the perfect time. My life experience became my greatest strength."

Marnel talks candidly about her journey—why she decided to make the leap, the challenges she faced, and how she’s already on track to hit £400k in her first year. Her story is a testament to the power of resilience, adaptability, and the value of building strong client relationships.

💬 "Clients don’t just want technical knowledge; they want someone who understands their lives. That’s where experience comes in."

Key takeaways from this episode include:

  • Why it’s never too late to start a new career: Marnel explains how her age became an asset, helping her connect with clients on a deeper level.
  • The mindset for rapid success: She shares how focusing on intentional actions, like building trust and delivering exceptional value, made all the difference.
  • Turning challenges into opportunities: Marnel reflects on overcoming self-doubt and using her past experiences to build credibility and confidence.

💬 "It’s not about your age—it’s about showing up, being present, and genuinely caring about the people you serve."

Whether you’re considering a career in financial planning or seeking inspiration for your own journey, Marnel’s story proves that success knows no age limits.

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

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
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

  continue reading

Розділи

1. Financial Planner Career Transition Success (00:00:00)

2. Business Networking Strategies in Financial Planning (00:08:48)

3. Skill Transferability in Financial Planning (00:14:00)

4. Women in Divorce Financial Planning (00:26:33)

5. Client Acquisition Strategies in Financial Planning (00:34:41)

6. Outsourcing and Networking for Success (00:47:59)

7. Financial Planning Career and Giving Back (00:57:00)

217 епізодів

Artwork
iconПоширити
 
Manage episode 460121620 series 2901742
Вміст надано Sam Oakes. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Sam Oakes або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

In this episode of the Financial Planner Life Podcast, we’re joined by Marnel Stafford, a financial planner at Foster Denovo, who shares her remarkable story of pivoting into the profession at 50 and making waves in her first year.

💬 "Starting at 50 might seem late to some, but for me, it was the perfect time. My life experience became my greatest strength."

Marnel talks candidly about her journey—why she decided to make the leap, the challenges she faced, and how she’s already on track to hit £400k in her first year. Her story is a testament to the power of resilience, adaptability, and the value of building strong client relationships.

💬 "Clients don’t just want technical knowledge; they want someone who understands their lives. That’s where experience comes in."

Key takeaways from this episode include:

  • Why it’s never too late to start a new career: Marnel explains how her age became an asset, helping her connect with clients on a deeper level.
  • The mindset for rapid success: She shares how focusing on intentional actions, like building trust and delivering exceptional value, made all the difference.
  • Turning challenges into opportunities: Marnel reflects on overcoming self-doubt and using her past experiences to build credibility and confidence.

💬 "It’s not about your age—it’s about showing up, being present, and genuinely caring about the people you serve."

Whether you’re considering a career in financial planning or seeking inspiration for your own journey, Marnel’s story proves that success knows no age limits.

Begin your financial planning career journey today
Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

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
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

  continue reading

Розділи

1. Financial Planner Career Transition Success (00:00:00)

2. Business Networking Strategies in Financial Planning (00:08:48)

3. Skill Transferability in Financial Planning (00:14:00)

4. Women in Divorce Financial Planning (00:26:33)

5. Client Acquisition Strategies in Financial Planning (00:34:41)

6. Outsourcing and Networking for Success (00:47:59)

7. Financial Planning Career and Giving Back (00:57:00)

217 епізодів

Усі епізоди

×
 
Loading …

Ласкаво просимо до Player FM!

Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.

 

Короткий довідник

Слухайте це шоу, досліджуючи
Відтворити