Episode Details
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Description
Today’s guest on the Financial Planner Life Podcast is 2Plan’s Ian Dempsey, an experienced Financial Adviser with a keen interest in personal development and branding in the world of Financial Planning. We talk about his career journey, difficult decisions he faced at crucial stages in his career as an Adviser, and how he invested in his personal development and brand image in order to excel his business.
We cover a variety of topics including:
· Transitioning from restricted to independent
· The purpose of a CPD (Continued Personal Development)
· The benefits of building a strong LinkedIn presence
· Becoming an AR
Ian does a great job of exploring how his ability to self-reflect and utilise the support of professionals in areas outside of Financial Services has helped him build a successful brand and prospect new business! We hope you enjoy this great episode with a tonne of valuable insight!
00:00:00 | Intro
00:01:04 | Ian's career journey
00:02:27 | How Ian managed to make his role into a passion
00:06:01 | Was it a big change going from restricted to independent?
00:11:48 | What is CPD
00:13:26 | Ian's personal development journey
00:17:17 | Choosing personal development over qualifications
00:20:13 | Where to start with personal development
00:23:31 | What made Ian start viewing LinkedIn more seriously
00:26:48 | Social media strategies on LinkedIn
00:31:09 | Why video is better than text
00:36:54 | The journey to AR
00:39:34 | Ian's nuggets of wisdom
Financial Planner Life is sponsored by Redmill Advance
Whether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.
✅ Trusted by top UK firms
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