This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd.
Rory is a second career-ist and today he shares his story of how he got into the financial planning profession. He left a decent career at Amazon and took a pay cut because he saw the long-term benefits that a career in financial planning could offer him and his family.
He goes into depth about taking his exams and tells us exactly when and how he secured his first employed role in the profession. Rory also tells us about the career progression path from Paraplanner to Adviser that was laid out in front of him by his employers and how he took matters into his own hands to speed up the process.
Rory was initially concerned that a role in financial planning would just be a target driven sales role but he is pleased to say that the reality is different to his expectations. Today Rory offers loads of value to all aspiring financial planners so make sure to tune in.
We cover:
Rory’s career journey
How Rory changed careers and made the switch into financial planning
Using your network from your previous career
Employed vs self-employed
Expectations vs the reality of working in financial planning
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Time Stamps
00:00 - Introduction
06:00 - COVID was a positive life reset for Rory
09:15 - Rory is a second career-ist
10:14 - He took the R01 exam because he had an interest in the profession
11:21 - When did he seriously think that a career in financial planning was the right move and when did he get his first job? Was he fully qualified?
15:30 - Networking is a huge part of a financial planner's job. Rory did well to network his way into the profession
19:04 - Expectation versus reality of a career in financial planning. Is it a sales job?
26:42 - Self-employed vs employed
33:08 - His first job in the profession was Paraplanner. He took a pay cut. Was his career path to financial planner clear?
42:20 - Did Rory's network serve him well in his new career?
45:12 - Finding your niche
48:08 - Advice for an aspiring financial planner
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