Waddyado Careers Podcast

Claudia Gasson

Helping you find the spark in your career.⚡️ Candid, honest career advice from pros in tech, creative, freelancing, marketing, sales & so much more! Hosted by Founder, Recruiter and budding Organizational Psychologist, Claudia Gasson. read less
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Episodes

How to Become a Financial Planner | Emmelia Powell
06-01-2025
How to Become a Financial Planner | Emmelia Powell
In this episode of the Waddyado podcast, Claudia interviews Emmelia Powell, a financial planner from Premier Wealth Solutions who shares her unique journey into the world of finance. Emmelia discusses her accidental entry into the field, the importance of qualifications, and the skills necessary for success. She emphasizes the need for empathy and good listening in client interactions, and provides insights into when individuals should consider engaging a financial planner. The conversation also debunks common myths about the profession and explores the potential earnings and career progression within financial planning. Emmelia concludes with valuable advice for aspiring financial planners and highlights the importance of curiosity and continuous learning in the industry. Chapters 00:00 Introduction and Background 03:15 The Importance of Professional Qualifications 06:12 Choosing the Right Financial Planner 10:03 The Benefits of NextGen Planners 13:33 A Day in the Life of a Financial Planner 15:59 Skills and Attributes for Financial Planning 19:06 Navigating Clients' Financial Goals and Emotions 24:23 Engaging with a Financial Planner 24:53 The Importance of Financial Housekeeping 26:15 The Impact of Financial Decisions 26:42 The Role of a Financial Counselor 28:38 Investing Wisely 31:19 Debunking the Myth about Financial Planners 32:30 The Role of Paraplanners 33:58 Salary Ranges in Financial Planning 40:29 Tips for Entering the Industry 43:42 Podcast Recommendations 44:38 Addressing the Advice Gap Keywords financial planning, career advice, qualifications, financial advisor, client relationships, personal finance, financial literacy, financial counseling, industry insights, financial planner, financial planning careers, finance careers, financial services careers