Episode Details

This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & booted financial planner. His down-to-earth, casual approach is a breath of fresh air to the financial profession and obviously appeals to his target audience. In his own words, he’s been able to niche down on the ‘grafter’ market. This includes barbers, bricklayers, plumbers & personal trainers. This has clearly worked as 313 Wealth Management have tripled their turnover in AUM (Assets Under Management) during lockdown. I hope you enjoy this interview as much as I did and take inspiration from Richard’s out-of-the-box thinking. 

We cover:  

• Richard’s journey and how he got into the financial profession  
• The role of social media in business development 
• The power of word of mouth  
• The importance of a long-term approach to business development versus short term wins 
• Why financial planners should avoid pursuing the same type of client 
    

Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. 
 
Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/ 

2021financial planner salary guide    Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/ 

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If you are an experienced financial planning candidate looking for a new job opportunity please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK.   
 
if you hold level 4 qualification and looking for an entry role into financial planning please also reach out! 

Financial Planner Life is sponsored by Redmill Advance

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Be sure to follow Financial Planner Life on YouTube for extra content about  career development within Financial Planning. 

Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. 

Want to appear on the Financial Planner Life podcast? Drop Sam a message.