Wednesday Dec 11, 2024

IFA Admin to IFA Business Owner: The Journey with George Thomas #9

In this episode of Talk FS, Ryan Venner interviews George Thomas, a financial planner and director at Four Pillars Financial Planning. They discuss George's journey from university to becoming a financial planner, the importance of mentorship, qualifications, and soft skills in the financial services industry, and the challenges and rewards of running a small business. George shares insights on building client relationships, the significance of goal setting, and how his experiences have shaped his career.

Key Takeaways:

- George transitioned from retail to financial services.

- He found his passion in working with people.

- Qualifications are essential, but soft skills matter more.

- Mentorship played a crucial role in George's development.

- He learned from multiple advisors to create his own style.

- Running a small firm offers closer client relationships.

- Goal setting and accountability drive progress.

- Continuous learning is vital in the financial industry.

- George emphasises the importance of personal connections.

- The journey of becoming a director has been rewarding.

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