Latest / Financial Planner Life Podcast
Overcoming Limiting Beliefs to become a Financial Planner - Sara Davies
This week Sam is joined by Sara Davies, a financial planner working on a self-employed basis for DWJ Wealth Management. At the forefront of DWJ is a female and it’s very rare to have women in leadership roles within the financial planning profession so we talk about the benefits of this role model for Sara and the huge demand for more female financial planners. This is a second career for Sara so we dig deep into why she chose to leave a steady career for financial planning and how she has found the journey so far. Sara is also very open and honest about a bad experience in school which led…
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