Dave Robinson on why It's the 'Chartered IFA Way or The Highway'

Today's guest is Dave Robinson. Dave is a Chartered Financial Planner for Centurion Financial Planning, and it's IFA or the Highway with Dave! Pre warning, this is a long episode but well worth it.  We talk about the importance of IFA and why there needs to be an IFA academy. We dive into Dave Robinson's past, and how he got into financial planning -  starting out in accountancy and moving across into the financial planning profession.  He digs deep and shares deep and transparently about his business, his charging structure, why he charges what he does, and the plans and the changes that he's looking to make and evolve as a business, become more profitable but continue to add value to the client.  We talk about trainees, how they fit within his company, and how he supports them. We also talk about his eldest son, who has a genetic disorder, and how that gave him a personal interest in working with families who are in a similar situation,  a client that he feels can often be exploited by other advisers.     Dave also has lots of other specialist areas which we discuss, such as.  Investment Management for Later Life, Personal Injury, Attorneys, Deputies, Trustees, and Beneficiaries who have Special Needs   personal injury claims  Working with vulnerable clientsDave is hugely passionate about the IFA profession, and he has some strong views on where it's heading and what needs to be done to ensure that IFA remains. 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.