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IFA Admin to IFA Business Owner: The Journey with George Thomas #9
Manage episode 454918007 series 3607974
المحتوى المقدم من Talk FS. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Talk FS أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode of Talk FS, Ryan Venner interviews George Thomas, a financial planner and director at Four Pillars Financial Planning. They discuss George's journey from university to becoming a financial planner, the importance of mentorship, qualifications, and soft skills in the financial services industry, and the challenges and rewards of running a small business. George shares insights on building client relationships, the significance of goal setting, and how his experiences have shaped his career.
Key Takeaways:
- George transitioned from retail to financial services.
- He found his passion in working with people.
- Qualifications are essential, but soft skills matter more.
- Mentorship played a crucial role in George's development.
- He learned from multiple advisors to create his own style.
- Running a small firm offers closer client relationships.
- Goal setting and accountability drive progress.
- Continuous learning is vital in the financial industry.
- George emphasises the importance of personal connections.
- The journey of becoming a director has been rewarding.
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