• IFA Admin to IFA Business Owner: The Journey with George Thomas #9

  • Dec 11 2024
  • Length: 32 mins
  • Podcast

IFA Admin to IFA Business Owner: The Journey with George Thomas #9

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  • Summary

  • 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.

    Contact Us:

    ✉️ talkfs@premierjobsuk.com

    💬 https://www.linkedin.com/in/ryanvenner/
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