Unleash Your Potential – Embracing Self Employment as a Financial Planner

Financial Planner Life Podcast

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Our guest this week is Adam Cockerham, Financial Adviser with William Dixon & Associates and Self-Employed career advocate. Adam has mentored Financial Planners entering the industry and was referred to Financial Planner Life after an individual he mentored, who jumped straight into Financial Services as a Self-Employed Adviser, reached out to us to sing his praises and recommended we talk to him about the journey of someone entering the industry.

Adam talks us through his career journey, a traditional route of Admin to Paraplanning to Adviser, but we also discuss the variety of routes available to those looking to enter the industry today and the pros and cons associated with them. A key factor that can heavily influence the decision to go self-employed is the environment in which you do so, and although there are a lot of options, Adam talks us through some of these and explains why it can quite often be down to individual preference. Pair this with the value mentors can offer to up-and-coming advisers, and you’ve got a recipe for rapid and successful career growth.

We cover aspects of the adviser journey such as mindset and mindfulness, the increased awareness of this within the profession and how being part of a company with a strong office culture can have a huge impact on your career development path.

It’s not all sales calls and database entries, Adam offers some golden tips about what he does to stay productive in such a varied role as a Financial Planner. We delve into some of the key aspects that make a successful, well-rounded adviser, including; Business Development, Marketing and Niching down.

This episode is ideal for anyone at a crossroads in their career journey, if you’re considering taking the Self-Employed route, watch and learn!

00:00:00 | Intro

00:01:44 | Adam's Career Journey

00:05:16 | The best entry routes

00:10:52 | Self Employment

00:21:58 | Great environments for self-employment

00:27:02 | Mindset

00:30:52 | Mindfulness

00:33:56 | Processes

00:38:08 | Approaching time consuming tasks

00:41:12 | Business development

00:51:44 | Marketing and content creation

00:59:39 | Niche

01:03:56 | Adams advice

01:09:56 | What advice would Adam give his past self

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