Financial Planner Life Podcast

Taking a career leap: What’s holding you back?

February 01, 2024 Sam Oakes Season 1 Episode 158
Taking a career leap: What’s holding you back?
Financial Planner Life Podcast
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Financial Planner Life Podcast
Taking a career leap: What’s holding you back?
Feb 01, 2024 Season 1 Episode 158
Sam Oakes

This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. 

Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path he has chosen. 

This is a fantastic episode for anyone who is looking to get into the profession, but also great for those who have ever felt like fear has stopped them from taking a career leap at any time in their lives. Marcus is a meticulous planner and a creature of habit, so he gives us some tried and tested tips which have helped him in his career thus far. 

Marcus also talks us through his thoughts around going to university. He is a brilliant example of someone who is driven, successful and career-minded who chose not to go down the university route. 

Find out why in this week’s hugely enlightening episode. 

Time Stamps 

00:00:00 | Intro 

00:01:18 | Marcus career journey 

00:06:03 | Why financial services 

00:08:44 | Advice for starting out/getting into the financial profession 

00:12:25 | Moving country 

00:16:50 | Handling age as hurdle 

00:21:46 | Not going to university is an advantage 

00:25:43 | Pushing outside the comfort zone 

00:33:09 | The importance of routine 

00:36:02 | Progressive mindset 

00:40:47 | Creating change you want to see 

00:43:19 | Accessibility to financial planning 

00:47:15 | 5 year goal  

 

YouTube Footer 

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.  

If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/ 

Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.  

Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/   

If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712. 

#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast 

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.

Show Notes

This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. 

Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path he has chosen. 

This is a fantastic episode for anyone who is looking to get into the profession, but also great for those who have ever felt like fear has stopped them from taking a career leap at any time in their lives. Marcus is a meticulous planner and a creature of habit, so he gives us some tried and tested tips which have helped him in his career thus far. 

Marcus also talks us through his thoughts around going to university. He is a brilliant example of someone who is driven, successful and career-minded who chose not to go down the university route. 

Find out why in this week’s hugely enlightening episode. 

Time Stamps 

00:00:00 | Intro 

00:01:18 | Marcus career journey 

00:06:03 | Why financial services 

00:08:44 | Advice for starting out/getting into the financial profession 

00:12:25 | Moving country 

00:16:50 | Handling age as hurdle 

00:21:46 | Not going to university is an advantage 

00:25:43 | Pushing outside the comfort zone 

00:33:09 | The importance of routine 

00:36:02 | Progressive mindset 

00:40:47 | Creating change you want to see 

00:43:19 | Accessibility to financial planning 

00:47:15 | 5 year goal  

 

YouTube Footer 

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.  

If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here: https://recruitukltd.co.uk/fpl-academy/ 

Experienced and searching for a new role within the financial planning profession? Click here - https://recruitukltd.co.uk/job-consultation/ - for a free career consultation.  

Check out the 2023 Financial planning Salary Guide here - https://recruitukltd.co.uk/the-recruit-uk-salary-guide/   

If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712. 

#financialplanning #financialadvisor #financialadviser #wealthmanagement #financialpodcast 

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.

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