Transitioning from Legal to Financial Planning

Financial Planner Life Podcast

This week’s guest is Ryan May, Financial Planner at Sound Financial Management. Ryan previously worked in the legal sector, but after working in conjunction with Financial Planners, he saw a career choice which really piqued his interest, and the rest is history!

A self-described “Intrapreneur”, Ryan talks us through what this means to him and the advantages of adopting this mindset. We look at what Ryan’s qualification journey looked like, including Ryan’s opinion on whether to focus on getting qualified, or securing a position in the industry. We look back on Ryan’s first year as a Financial Planner, why he felt his situation was a fortunate one, and what things to consider when starting from the ground up.

Finally, we look at what Ryan thinks the future of employment in Financial Planning looks like, including training and development, facilitating growth, management and more.

If you’re on the outside looking in, thinking of embarking on a career in Financial Planning, but wanting to do it the right way, this is the episode for you!

00:00:00 | Intro

00:01:50 | How Ryan got into Financial Planning

00:03:32 | Pathways & Entry Points

00:10:19 | “Intrapreneurialism”

00:19:55 | Gaining qualifications

00:30:31 | Making changes

00:38:43 | Becoming successful

00:47:14 | Acquisition

00:55:30 | The future of employment in Financial Planning

01:03:47 | The Strength of Values and Morals

01:09:28 | Self Development, Training & Community

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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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