Latest / Financial Planner Life Podcast
Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters
In this episode of the Financial Planner Life podcast, we are joined by Charlotte Walter, an award-winning chartered financial planner and founder of Avail Financial Planning a partner practice of St. James’s Place Wealth Management based in Woburn near Milton Keynes. Charlotte shares her inspiring journey from mortgage advising to running her successful financial planning practice.
This episode dives into:
Prospecting and Business Development: Charlotte opens up about her early struggles with business development, including the emotional challenges she faced. She emphasizes the importance of…
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