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Five things I've learned: Financial consultant Sarah Seeley

12 March 2019

With a background in paraplanning and practice management, Kind Wealth's Sarah Seeley shares her five takeaways (so far) from her time in advice...

taxtips

1 Challenge misconceptions

Over the past few years, whilst I’ve been actively advising, it’s become apparent to me that there is a misconception over what a financial adviser does. Some people think we’re stockbrokers, while others confuse us with salespeople. I believe our role has changed and it’s important we get the right message across to professional connections and, most importantly, potential clients.

2 Support is essential

Without the support of great administrators and paraplanners, our role would be so much harder. I’ve worked on the other side, assisting financial advisers in the past, and I don’t think I’ve fully appreciated until more recently the importance of the role. As I’m in the early years of my career, I outsource my paraplanning to Precision, which has been excellent.

3 Build your network

I didn’t appreciate the value of networking until I started working on the advice side. Networking has always been quite alien to me; in my personal life I’m not in the habit of walking up to strangers and engaging in conversation.

I am learning from the professionals – Mat Kind, our co-founder, being especially well connected in the Birmingham area – and have in my short career forged some great connections who turned into friends. Now I see networking as less of a chore and more of an education for both myself and the people I meet. Without networking I wouldn’t be able to change the perception of what we do.

4 It's harder than it looks

Our profession is constantly evolving to help improve the standard of advice that is given to clients. This means we have to be on the ball with changes to legislation in tax, legal and financial areas. This, on top of servicing our clients well, makes the job a lot harder than it looks.

5 Look after yourself

A good work/life balance is key to success. Prioritising both work commitments and home commitments is essential. I learnt early on that you can’t do everything, but managing client and family expectations make the balancing act a lot less stressful.

Sarah Seeley joined Kind Wealth in Birmingham as a protection adviser in 2015 and became a financial consultant in 2017