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This week Elena is joined by Claire Barker, Marketing and Communications Director for Brooks Mcdonald. Claire is here to talk about Brooks Mcdonald’s exciting project called Female Folio, a network to support high net worth and affluent women on their investment journey. Women have more financial power than ever before, with more than 60% of the UK’s wealth expected to be in their hands by 2025. Female Folio talk about savings and investing in a different way, an inspiring way, a way that empowers women to write their own investment story. In this episode we also talk about the importance of having someone in a communications role within your firm, the difference between investing patterns of men and women, inter-generational wealth, intra-generational wealth and how we can break down the knowledge barrier for women around financial planning. For more information on Female Folio you can visit their website here: https://www.femalefolio.com/ We cover: - Claire’s career journey
- Moving from a different industry into the financial profession
- What a communications and marketing role entails
- What is Female Folio?
- What are the barriers for women seeking financial advice?
- Ways in which men and women invest differently
Be sure to follow financial planner life on YouTube for extra content about a career within financial Planning HIT THAT SUBSCRIBE BUTTON! below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Financial Planning Qualifications guide https://recruitukltd.co.uk/whats-the-true-cost-of-becoming-a-financial-planner-or-paraplanner-a-definitive-guide/ Financial planning Salary Guide https://recruitukltd.co.uk/the-recruit-uk-salary-guide/ If you are an experienced financial planning candidate looking for a new job opportunity, please reach out directly to sam@financialplannerlife.com or call 07854778712 he covers all roles within the profession across the UK. if you hold level 4 qualification and looking for an entry role into financial planning please also reach out! |