Whats next after the St James's place Academy? Year 3 as a Financial Planner - Natasha Percy-Baxter
St James's Place Academy Partnership Special with Natasha Percy-Baxter!
We take a look at Natasha Percy Baxter's third year of being a Financial Planner after graduating from the St James's Place Academy. Interested in finding out more about St James's Place Academy? - start a conversation or apply here - www.sjp.co.uk/academy
Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's Place.
Natasha's journey from financial planner life podcast listener to financial planning prodigy is nothing short of inspiring. After launching her career influenced by this very podcast, Natasha quickly ascended through the ranks, graduating from the St James's Place Academy and becoming one of our most celebrated guests. Today, she shares the pivotal experiences and key learnings from her second year in the field, offering invaluable insights into Networking, Online Presence, and Client Meetings along with the continual support she receives from St James's Place.
Key Highlights:
The Journey Continues: Natasha reflects on her progression since her last appearance, detailing the evolution of her career and the impact of her initial podcast episode, one of the most downloaded in our history.
Networking Mastery: With an impressive track record of attending 120 networking events in just two years, Natasha dives into the nuances of effective networking. She discusses the importance of intrinsic networking, engaging first impressions, strategic preparation, maintaining connections, and the art of follow-up. Her preference for LinkedIn as a networking tool provides listeners with practical advice for enhancing their online networking strategy.
Building an Online Presence: Natasha emphasises the significance of a strong online presence for personal branding and client engagement. She shares her successful strategies for visibility, including podcast appearances and social media engagement, and reveals which platforms have yielded the best results for her.
Client Meeting Strategies: Natasha offers a behind-the-scenes look at preparing for and conducting client meetings. From comprehensive preparation to utilizing prompt sheets for different meeting types, sticking to a process, and the importance of client and mentor feedback, she provides a roadmap for effective client interactions.
The Power of Partnership: Natasha speaks to the essence of the 'St James Place Partnership,' highlighting the support, community feel, training opportunities, and the unique partnership experience that has fuelled her growth and success.
Looking Ahead: What does the future hold for Natasha? Listen in as she outlines her plans for continuing her impactful journey in financial planning.
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Пікірлер: 14
Another great pod with Natasha. I have watched both episodes back to back and it is fantastic to see the progression from Year 1 to present day where she is investing in existing client banks. Very inspirational for people out there who are looking to take the same path. There is a wealth of information about both in person networking and digital networking which will definitely be helpful for me personally in the future. Saving this episode to watch to revisit at a later date because I need to up my LinkedIn networking game!
@thefinancialplannerlifepodcast
2 ай бұрын
Fantastic!! Please you enjoyed the episode!
I self-funded all of the R0 exams, which I completed between February 2023 and January 2024. This whole time I have been in contact with the SJP academy, and everyone I have been in contact with from the recruitment manager (Matin) to the partners have been brilliant. Unlike Natasha Percy Baxter I am opting for the employed route via the academy, but it's great to hear that the same type of things I find daunting and feel anxious about, Natasha and others did as well when they were starting out. As Natasha says, it's about being willing to push yourself in order to expand your comfort zone- I am willing to do that.
@RebeccawalkswithChrist12
3 ай бұрын
if you don't mind me asking, what starting salary have you been put on as someone who's starting out going via the employed route? I also self funded my exams and joined a network (not sjp) but via the self employed route under an existing firm within the network. Self employment offered me the flexibility and grace to give myself time to build up. However, I was just wondering what the employed route would be like. Many thanks!
@joewarhurst5646
3 ай бұрын
@@RebeccawalkswithChrist12 hi, I’ve not actually joined the academy yet. I’m still in talks with potentially several different partner practices that are interested. I have a meeting with one on Tuesday. So it comes down to negotiation with each one- it may also depend on location. I would be looking for £35k minimum really.
@RebeccawalkswithChrist12
3 ай бұрын
@@joewarhurst5646 oh wow, good luck! I'm sure it will go well for you! Please do update us on how you get on. £35k seems very reasonable too. I'm interested in the employed Vs self employed route for people entering the industry. I think it's just personal preference. As you finished the r0s at which stage will you be joining the academy? Good luck again!
@joewarhurst5646
3 ай бұрын
@@RebeccawalkswithChrist12yes I started with R01 at the end of February last year and then I completed the final exam in January this year. However, I’m completely new to the industry and have no experience in finance at all. Since leaving uni I’ve been working in supply chain roles in manufacturing. I’m now 29 years old and a couple of years ago I kind of thought to myself it’s now or never and I just decided to go for it. I think this is something that will suit me more and give me a lot more job satisfaction.
@joewarhurst5646
3 ай бұрын
@@RebeccawalkswithChrist12so as for the academy I actually need to freshen up again on how it’s going to work. I’ve skipped the exam stage but I think there’s around 3 months of pure training before I actually start working properly for a partner practice.
Loved the podcast amazing 🙌
@thefinancialplannerlifepodcast
2 ай бұрын
Pleased you enjoyed it!!
❤
@thefinancialplannerlifepodcast
3 ай бұрын
💯🔥