This week's guest is Chartered Financial Planner Nicola Crosbie from Moran Wealth Management. We talk about her career journey from starting out in administration to now running her own financial planning practice. She's also done a Masters in Wealth Management and she answers the question on whether it’s worth it or not.
We dive deep into her business. Discussing how she used to neglect marketing but now she's a firm believer that marketing helps her generate new clients.
We talk about diversity within the financial planning profession, but also diversity when it comes to clients. We talk about the LGBTQ+ community and do transgender gender need different services when it comes to financial planning. Nicola opens up and shares some very personal experiences that are a fantastic eye opener to the struggles people in the trans community face.
00:00:00 | Intro 00:03:40 | How Nicola got into the Financial Planning Profession 00:10:42 | Advice on realistic timescales 00:16:47 | The realities of setting up your own business 00:23:39 | How working on her personal brand changed Nicola 00:31:21 | What qualifications are worth it 00:37:54 | Ethical and ESG work 00:44:30 | What opportunities are there for women in financial planning 00:52:36 | Opportunities for clients within the LGTBQ+ community 01:07:35 | Aligning to a purpose
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