Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters

Financial Planner Life Podcast

In this episode of the Financial Planner Life podcast, we are joined by Charlotte Walter, an award-winning chartered financial planner and founder of Avail Financial Planning a partner practice of St. James’s Place Wealth Management based in Woburn near Milton Keynes. Charlotte shares her inspiring journey from mortgage advising to running her successful financial planning practice.

This episode dives into:

• Prospecting and Business Development: Charlotte opens up about her early struggles with business development, including the emotional challenges she faced. She emphasizes the importance of persistence, networking, and relationship building.

• Working with Business Owners: As a niche specialist, Charlotte explains her focus on helping business owners grow, extract profits tax-efficiently, and plan their exit strategies. She shares actionable tips for building referral relationships with professionals like accountants.

• Living a Purpose-Led Life: Charlotte highlights how running her own business has enabled her to design a life aligned with her values, including giving back to her community through mentoring and volunteering.

• Transition from Mortgage to Financial Planning: Charlotte details her career evolution, starting at McDonald’s, moving into mortgage advice, and finally finding her passion in financial planning.

• Challenges of Entrepreneurship: She discusses the tough conversations and challenges she faced while transitioning to her own partner practice at St. James’s Place.

If you are inspired by Charlotte's journey and interested in starting a career with St. James’s Place Wealth Management - check out the St. James's Place Financial Adviser Academy and start your career today.

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Розділи

1. Building Business Relationships for Financial Planners (00:00:00)

2. Career Progression in Financial Planning (00:11:53)

3. Navigating Business Transitions With Resilience (00:15:19)

4. Strategies for Client Relationship Building (00:27:15)

5. Transitioning From Mortgage to Financial Planning (00:31:18)

6. Impact of Giving Back on Business (00:35:32)

7. Understanding Vulnerability in Financial Planning (00:39:03)

8. Authenticity and Inclusivity in Finance (00:51:19)

9. Transitioning From Mortgage to Financial Planning (00:57:01)