After 15 months of mentoring aspiring financial planners, Dave Robinson is finally stepping back - but not before sharing everything he’s learned.
He’s recorded one final, in-depth conversation to support anyone considering a career in the profession.
It’s packed with honest, practical advice:
- Understanding the different approaches within financial planning
- Choosing your philosophy before picking your route
- How to make a standout direct approach to a firm
- Assessing a firm’s stability using Companies House and ownership structures
- Why back-office experience builds better planners
- The benefits of specialising in a niche - and how to find yours
- How to approach qualifications - and why RO2 is a better starting point than RO1
Dave has helped dozens of new entrants over the past year. While he's now focused on voluntary initiatives, this video is his way of continuing to give back.
Watch the full session here:
