Building a Financial Planning Business with Purpose

Financial Planner Life Podcast

This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strategic approach to building introducer relationships.

This duo of Adviser/Directors are hell-bent on building up the Evergreen brand to become the go to firm for anyone looking for Financial Advice, whether that’s tomorrow, or ten years from now. They understand that although not everyone is ready to pay service fees and invest assets, education around Financial Planning for those who need it at a lower level, proves infinitely valuable for the clients of the future.

The Evergreen boys have built a business model that inspires collaboration, delegation and honesty, whilst also striving for solution based financial planning for clients, all starting with the question “What can WE do for YOU?”, an open question that gives clients a chance to speak freely and highlight their goals and concerns when it comes to managing wealth.

We get the feeling we’ll be seeing a lot more of Evergreen in the future, so watch this space.

Time Stamps

00:00:00 | Intro

00:01:18 | How are you feeling out of 10?

00:03:45 | What's exciting in financial planning now

00:05:38 | The next generation of clients

00:14:01 | Solutions to the advice gap

00:16:35 | How Evergreen Financial Planning started

00:20:18 | Partnering from across the country

00:24:20 | High performing strategy to attract clients

00:28:23 | Building trust

00:35:55 | Key processes

00:43:51 | The value of marketing

00:49:05 | Working with professional introducers

00:56:51 | Quick qualifying questions

00:58:36 | The outreach process

01:01:32 | Elevator pitch

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
Check out the 2024 Financial Planning Salary Guide here.
Reach out to [e-mail] in regards to sponsorship, partnerships, videography or career development.