This week we have an exceptional guest on the Financial Planner Life podcast; Oliver McDonald is a Financial Planner and Co-Founder/Director of Engage Wealth Management, experts in helping corporations take a deeper look at their finances, employee benefits packages and the future of their company.
Oliver walks us step-by-step through his journey from starting out in personal banking, to moving across to Financial Advice, explaining the steps he took, what worked and what didn’t, and the decisions he faced when navigating his career progression journey.
We also look at which career routes are best suited to those from non-financial services backgrounds, exploring the different options available and what key points to consider when embarking on this journey.
Oliver is a self-built, hard worker who’s no stranger to business development, and he outlines for us the differences in how he approaches corporate clients, and individuals when offering his services and picking up new business.
This episode is a must-listen for anyone looking to accelerate their career progression, market their services and learn the ropes of business development within Financial Planning! We hope you find it as valuable as we did!
00:00:00 | Intro
00:01:11 | Oliver's career journey
00:05:44 | Finding opportunities
00:10:05 | Administrator/Paraplanner route or Trainee adviser route?
00:12:51 | Trainee adviser experience or sales experience?
00:15:08 | How to develop whilst in the paraplanner role
00:18:06 | Employed vs self-employed academy route?
00:28:36 | Client development strategy in the early stages
00:32:07 | Lead generation
00:35:24 | Creating content
00:40:07 | How to get into the corporate world
00:48:01 | The sales and marketing strategy to get into the corporate world
00:55:28 | Internal referrals, who to target
00:59:57 | The inbound business tipping point
01:04:01 | How to get companies interested in partnering
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