Business Management for Financial Planners - Lucy Byrom

We have Elena hosting the podcast again this week and speaking with Lucy Byrom, Director of Fusion Business Management.  Lucy has taken a unique approach to a career within the Financial Planning profession. Coming into it as an apprentice straight from secondary school, she spent years immersed in the profession before taking exams to become a Paraplanner. But after multiple retakes she conceded Paraplanning wasn’t for her. But how do you stay in and progress through a profession you love without the “fundamental” building blocks?  In this episode we find out exactly how Lucy did just that. Identifying her strengths and using them to carve a career path through the Financial Planning profession that has brought her fulfilment.  But there are challenges that come with such an unorthodox approach and we love how open Lucy is about the struggles she faced throughout.  ·      How you can thrive without needing to become a qualified Paraplanner or Financial Advisor·      Starting and running a non-financial planning business in a financial planning profession·      How she managed this with a young child·      Some of the prejudice that women STILL face in the profession·      The value that the profession brings not only to the clients but those that work within it Hope you enjoy it! Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereCheck out the 2023 Financial planning Salary Guide here. Reach out to [email protected] in regards to sponsorship, partnerships, videography or career development.

Om Podcasten

Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their own story to share, and The Financial Planner Life podcast is a platform for them to talk about their personal and professional journey. The podcast covers a multitude of topics, from mindset and motivation, health and wellbeing all the way to diversity and inclusion. We approach each episode with the idea that it is going to educate and spark a conversation within the industry with topics that may not be openly discussed. So, if you are thinking of becoming a financial adviser, or you’re curious about learning more about this brilliant sector, we urge you to give the podcast a listen. The Host: Sam Oakes is the host of The Financial Planner Life Podcast. He currently sits as Director at Recruit UK, who since 2008 has been supporting leading national and global financial planning firms in finding the best talent. Prior to his career in recruitment, Sam has always had a passion for financial services and has been in the industry for over 15 years. He sees himself as a partner to the industry and wants to contribute useful resources such as this podcast to educate those further who are seeking advice and help about how to push their careers forward in this amazing industry.