What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter

Financial Planner Life Podcast

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St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here
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 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 Natas

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פרקים

1. Networking, Client Meetings, Online Presence (00:00:00)

2. Networking Event Success (00:04:01)

3. Networking Tips and Strategies (00:14:52)

4. Effective Networking Strategies and LinkedIn (00:25:43)

5. Building Strategic Networks for Business Growth (00:30:16)

6. Building an Online Personal Brand (00:37:24)

7. Leveraging Social Media for Business Growth (00:48:21)

8. Client Meeting Preparation and Niche Services (00:56:37)

9. Client Acquisition Strategies and Patience (01:06:31)

10. Effective Referral Strategies for Business (01:10:03)

11. Feedback and Learning in Partnerships (01:13:07)

12. Support and Growth in Professional Development (01:23:32)

13. Building a Supportive Community in Finance (01:28:24)