Networking for Financial Planners with Octo Members Founder Lee Robertson | Financial Planner Life

Welcome back!

For the first podcast of 2023 (apologies for the delay) Sam is sitting down with Lee Robertson, the founder of Octo Members. Octo Members is a networking community for those that work within the financial planning profession and the wider financial services. Whether or not you’re an administrator, paraplanner, financial adviser, work in investments, or marketing, Octo Members creates a community where you can go and debate and to talk about and to learn more about the profession that you are in.

In this episode we go into detail about why Lee set up Octo Members and his career journey in the financial planning profession. With over 18 successful years of experience in the profession you can be sure that Lee has some very helpful tips around his passion for networking.

We also discuss

• The power of networking

• How online personas can impact business

• The advantages the newer generation of Financial Advisers have now And much more.

We hope you enjoy the episode.

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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 Planner Life Academies – Where we bring together the leading financial planning academies and entry-level opportunities to kick start your financial planning career. Learn more here

Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.

Check out the 2022 Financial planning Salary Guide here

If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to [email protected] or call 07854778712.

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