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Home > The Financial Planner Life Podcast > Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.
Podcast: The Financial Planner Life Podcast
Episode:

Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.
Category: Business
Duration: 01:38:14
Publish Date: 2020-07-16 08:00:00
Description:


“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.”   

I love this quote from Chartered Fellow Richard Mikdadi, a partner at Tilney.  

I’ve known Richard for over a decade - we sat opposite each other when we both worked for Aviva. I knew back then that he was destined for great things, and that day came when he got to be a guest on The Financial Planner Life podcast. 

Joking aside, Richard was a fantastic guest who shares some absolute gems around a hugely successful career in UHNW financial planning. 

Not one to be missed!

Some of the topics covered:

· The benefits of being a Chartered Fellow, both for the planner and clients. 

·  Financial Planning for UHNW clients: is a different skill set required? 

· Why understanding your clients’ hopes, dreams and fears will make you a better financial planner. 

· Teamwork makes the dream work: why surrounding yourself with experts is a must.  

As per usual if you want to connect with Sam Oakes click here and if you are looking for a new job within the financial planning industry check out Recruit UK a leading national financial planning recruitment agency. 
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