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Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning.
Manage episode 421896520 series 2901742
This week is a talent partnership special with St James's Place
Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces?
Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millionaire CEOs.
Ceri’s journey from a broad clientele to a highly specialized practice offers invaluable lessons on the power of niche marketing, strategic networking, and mission-led content.
She shares her experience and expertise in financial abuse, narcissism, and conflict-free divorce practices, shedding light on the complex dynamics of high-net-worth divorces.
Discover how Dan Priestley's coaching transformed Ceri's approach to business, helping her identify and target the specific needs of her clients. Ceri talks about the unique challenges women face divorcing wealthy and powerful men, and her mission to eliminate financial vulnerability and empower women to become money savvy.
The discussion highlights the importance of finding a target market that aligns with one's personal and professional goals and the role of impactful content in articulating a clear vision.
Learn the nuances of navigating financial advisory relationships, especially in cases involving narcissism and financial abuse, and the supportive role advisors can play in these difficult times.
Ceri also delves into her innovative approach to business development, moving away from traditional networking to building a strong online presence through LinkedIn and other social channels.
She shares insights on creating meaningful connections with like-minded professionals and the value of being "Googleable" through strategic content such as podcasts and blogs.
This episode is a must-listen for anyone in financial planning considering niching down, as it is packed with actionable advice on specialization, client relationships, and building a business that not only thrives but also makes a significant difference in the lives of its clients.
If you are interested in joining the St James's Place Academy - Click here
Begin your financial planning career journey today
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
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
Chapters
1. Niche Financial Planning for Divorcing Women (00:00:00)
2. Impact of Dan Priestley's Coaching (00:06:32)
3. Specialism and Impact in Financial Planning (00:17:36)
4. Building Business Through Content Creation (00:27:05)
5. Utilizing LinkedIn for Business Networking (00:35:10)
6. Niche Specialization and Networking Success (00:42:32)
7. Understanding Narcissism and Financial Abuse (00:51:51)
8. Financial Advisor Relationship Dynamics (00:56:56)
9. The Entrepreneurial Side of Financial Advising (01:09:19)
197 episodes
Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning.
Manage episode 421896520 series 2901742
This week is a talent partnership special with St James's Place
Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces?
Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millionaire CEOs.
Ceri’s journey from a broad clientele to a highly specialized practice offers invaluable lessons on the power of niche marketing, strategic networking, and mission-led content.
She shares her experience and expertise in financial abuse, narcissism, and conflict-free divorce practices, shedding light on the complex dynamics of high-net-worth divorces.
Discover how Dan Priestley's coaching transformed Ceri's approach to business, helping her identify and target the specific needs of her clients. Ceri talks about the unique challenges women face divorcing wealthy and powerful men, and her mission to eliminate financial vulnerability and empower women to become money savvy.
The discussion highlights the importance of finding a target market that aligns with one's personal and professional goals and the role of impactful content in articulating a clear vision.
Learn the nuances of navigating financial advisory relationships, especially in cases involving narcissism and financial abuse, and the supportive role advisors can play in these difficult times.
Ceri also delves into her innovative approach to business development, moving away from traditional networking to building a strong online presence through LinkedIn and other social channels.
She shares insights on creating meaningful connections with like-minded professionals and the value of being "Googleable" through strategic content such as podcasts and blogs.
This episode is a must-listen for anyone in financial planning considering niching down, as it is packed with actionable advice on specialization, client relationships, and building a business that not only thrives but also makes a significant difference in the lives of its clients.
If you are interested in joining the St James's Place Academy - Click here
Begin your financial planning career journey today
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
Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!
If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy here
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
Chapters
1. Niche Financial Planning for Divorcing Women (00:00:00)
2. Impact of Dan Priestley's Coaching (00:06:32)
3. Specialism and Impact in Financial Planning (00:17:36)
4. Building Business Through Content Creation (00:27:05)
5. Utilizing LinkedIn for Business Networking (00:35:10)
6. Niche Specialization and Networking Success (00:42:32)
7. Understanding Narcissism and Financial Abuse (00:51:51)
8. Financial Advisor Relationship Dynamics (00:56:56)
9. The Entrepreneurial Side of Financial Advising (01:09:19)
197 episodes
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