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Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne
Manage episode 444338104 series 2901742
In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne, explore how mentorship, training, and succession planning are driving the next generation of success in the profession. With a rapidly aging adviser workforce and a looming talent shortage, investing in young financial planners is more important than ever. Sam Oakes sit down with Ryan, a young financial planner, and Kate, his mentor, to discuss the challenges they’ve faced and how they’re working together to shape the future of the company - Kate Bailey Financial Planning - and the profession as a whole.
Ryan shares his journey, revealing how Kate’s hands-on mentorship helped him overcome common hurdles faced by younger advisors, such as age bias and skepticism from clients. He emphasizes how mentorship goes beyond exams and certifications—it’s about learning how to navigate client relationships, build trust, and add value. Kate’s commitment to his development shows how mentorship plays a crucial role in preparing young planners for long-term success.
The guests also touch on the critical role of business development, often overlooked within the financial planning career path, and why mastering this skill is essential for career growth. Kate highlights the importance of succession planning—not just for sustaining the success of the firm but to secure the future of client relationships.
Tune in to this insightful discussion and learn how these strategies are shaping the future of financial planning, helping their firm grow and thrive across generations.
Begin your financial planning career journey today
Whether 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.&nbs
Be 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 here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
अध्यायों
1. Financial Planner Training Success Story (00:00:00)
2. Career Pathways and Success Stories (00:14:34)
3. Succession Planning for Young Financial Planners (00:19:51)
4. Business Development Strategies and Partnerships (00:31:11)
5. Financial Planning Business Development Strategies (00:43:03)
6. Training and Hiring Young Financial Planners (00:52:16)
7. Success Through Proper Alignment and Diligence (00:59:22)
215 एपिसोडस
Manage episode 444338104 series 2901742
In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne, explore how mentorship, training, and succession planning are driving the next generation of success in the profession. With a rapidly aging adviser workforce and a looming talent shortage, investing in young financial planners is more important than ever. Sam Oakes sit down with Ryan, a young financial planner, and Kate, his mentor, to discuss the challenges they’ve faced and how they’re working together to shape the future of the company - Kate Bailey Financial Planning - and the profession as a whole.
Ryan shares his journey, revealing how Kate’s hands-on mentorship helped him overcome common hurdles faced by younger advisors, such as age bias and skepticism from clients. He emphasizes how mentorship goes beyond exams and certifications—it’s about learning how to navigate client relationships, build trust, and add value. Kate’s commitment to his development shows how mentorship plays a crucial role in preparing young planners for long-term success.
The guests also touch on the critical role of business development, often overlooked within the financial planning career path, and why mastering this skill is essential for career growth. Kate highlights the importance of succession planning—not just for sustaining the success of the firm but to secure the future of client relationships.
Tune in to this insightful discussion and learn how these strategies are shaping the future of financial planning, helping their firm grow and thrive across generations.
Begin your financial planning career journey today
Whether 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.&nbs
Be 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 here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
अध्यायों
1. Financial Planner Training Success Story (00:00:00)
2. Career Pathways and Success Stories (00:14:34)
3. Succession Planning for Young Financial Planners (00:19:51)
4. Business Development Strategies and Partnerships (00:31:11)
5. Financial Planning Business Development Strategies (00:43:03)
6. Training and Hiring Young Financial Planners (00:52:16)
7. Success Through Proper Alignment and Diligence (00:59:22)
215 एपिसोडस
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