St James's Place Adviser Academy Update 2024 - A Deep Dive Into Terms 5 & 6 with Gee Foottit

Financial Planner Life Podcast

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We are back with Gee Footitt from St James's Place for an update on the SJP Adviser Academy.
In this updated episode for 2024, we take a look at some of the changes to the Academy and hyper-focus on terms 5 & 6! where we cover coaching and mentoring and ongoing support for new Financial Advisers and Partners.
if you haven't already watched the first episode where we take a deep dive into terms 1-4 you can watch it here on Apple, Spotify, or YouTube.
Terms 5 and 6, that lay the foundation for a thriving career. Understand the meticulous selection process and the dual roles of business owner and financial planner, ensuring you're fully prepared for the financial and professional challenges ahead.
Discover the invaluable support and mentorship offered by St James's Place, designed to guide you seamlessly from business owner to solopreneur.
We discuss the role of Academy Relationship Managers and Development Managers and the significance of constructing a robust client base.
Learn how the academy's structured approach and bespoke financial aid help foster self-sufficiency and continued growth, transforming your financial advisory career.
Finally, explore the opportunities and benefits that come with joining the St James's Place Academy. Hear about the comprehensive training on business sale purchases and the essential strategies for talent attraction and retention.
Whether you're starting your own business or joining an existing practice, gain the insights needed to ensure a well-prepared and successful entry into a career in financial advice.
Tune in for practical advice on engaging with the academy, attending open events, and ini

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Whether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you.

With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

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פרקים

1. St James's Place Financial Planner Academy (00:00:00)

2. Financial Planner Selection and Training Process (00:08:03)

3. Financial Support and Partnership Opportunities (00:17:00)

4. Transitioning From Business Owner to Solopreneur (00:28:03)

5. Support and Mentorship in Financial Planning (00:35:38)

6. Business Sale and Purchase Training Benefits (00:44:08)

7. St James's Place Academy Information (00:52:43)