The I just fell into Financial Planning Podcast
Hello and a very warm welcome to the I just fell into Financial Planning Podcast, I’m Jamie Bradbury the host of the podcast. I started out as a recruiter specialising within Financial Planning in 2010 and I’m still doing the job today (should be fairly useful when interviewing people fingers crossed). In that time I’ve spoken to thousands of people in the profession. I love finding out people’s stories and what gets them excited. Join me as I speak to to guests about their careers within Financial Planning and how they ultimately ”fell” into the profession finding out what makes them tick, what they have been successful at and maybe things that they could have done differently, along with a whole host of topics within the profession. My ultimate aim is to get value for you in the profession with my content whether you are a Financial Planner, Paraplanner, Administrator in Compliance or any other role within the profession having some fun on the way.
Episodes
Oct 10, 2024
Oct 10, 2024
1 hr 21 min
In this weeks episode we speak with Julian Baker at Livesmart Financial Planning.
Julian started his career as a Car Salesman, where he marked himself out by selling extended warranty for longer periods of time. At the very young age of 20 he entered the Profession by joining Brittanic (technically being too young to be there) to be trained up.
We talk about his career where he has worked in the Profession as a Mortgage Adviser and Financial Planner with several networks being becoming the MD of Livesmart.
We talk in depth about implementing Fee Based Financial Planning, the challenges this has created as well as the positives and what he is doing to get young people into the profession, taking on Harvey a student still doing his A-Levels.
Sep 24, 2024
Sep 24, 2024
1 hr 17 min
Our very first episode of The I just fell into Financial Planning Podcast is with Andy Lumley-Holmes at Fintuity covering his career that spans very nearly a quarter of a century (something he doesn't like me to remind him of).
We cover his time at Edward Jones as a new Adviser door knocking to get clients, to his times as a Financial Planner all over the world living in Hong Kong, Moscow, The US and Cyprus starting off with nothing but a suitcase.
We also talk about his current role at Fintuity and what they are doing for Financial Planners to make their lives easier through the use of tech with their clever platform that has had $4m spent on it.