What Financial Planners Could Learn from a Financial Coach

Today's guest on the Financial Planner Life Podcast is Laura Moore, a certified Financial Coach, Financial Wellbeing speaker and host of the popular podcast, Mind Money Soul. If you’re thinking you may have seen her elsewhere then you’re right. As well as guesting on a multitude of other financial podcasts, YouTube shows, workshops, and working with large brands such as Amazon, Laura has also starred on mainstream media in collaboration with the BBC as “Your money bestie”.  Like most Financial Coaches you will find Laura on Instagram (@laura_ann_moore), but it’s how she uses social media that cuts her through the noise. You see, Laura doesn’t just robotically regurgitate information or mindlessly follow trends in a bid to flex financial superiority and gain popularity. She takes her time to craft meaningful, helpful and aesthetically pleasing content. Approaching the subject of personal finance in both a digestible, non-judgmental and considerate way. Advocating heavily for a healthy mindset around money. Something that deeply resonates with her 25,000+ followers. In this episode we talk about the difference between the two roles of a Financial Planner and a Financial Coach, but also how these two roles can work in unison. We take a deep dive into mindset around money, discussing – ·      Dealing with negative thoughts around money·      Personal relationships with money·      Whether money beliefs are inherited from our parents·      Teaching children about money And she shares a lot of what she does on social media, the things that work and the things that don't work. Her own personal motivation, wellbeing, and how she stays focussed in the tough job that she does. It's a fantastic podcast and I urge you to follow Laura on all social media channels to get great ideas about how you can promote yourself as a Financial Planner on social media.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 Planner Life Academies - Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career.  Learn more here.      Experienced and searching for a new role within the financial planning profession? Click here for a freBegin 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.