"I was concerned that financial planning would be a sales role. I was wrong!" – Rory Albon

Financial Planner Life Podcast · Oct 6, 2022 · 54m · transcript

This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd. Rory is a second career-ist and today he shares his story of how he got into the financial planning profession. He left a decent career at Amazon and took a pay cut because he saw the long-term benefits that a career in financial planning could offer him and his family. He goes into depth about taking his exams and tells us exactly when and how he secured his first employed role in the profession. Rory also tells us about the career progression path from Paraplanner to Adviser that was laid out in…