The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Finance/Hoxton Life
Hoxton Life artwork

Financial Planner Pathway - Why 5 years as a Trainee is now paying Dividends! - Ravi Gill - Hoxton Wealth

Hoxton Life · 2024-12-02 · 60 min

0:00--:--

Topics in this episode

Financial planningFinancial advicefinancial careersfinancial adviserfinancial coach

Episode notes

In this episode of The Hoxton Life , we dive into the inspiring journey of Ravi Gill, a UK-qualified Financial Planner at Hoxton Wealth, based in Dubai. Having completed five transformative years in Hoxton’s Trainee Wealth Manager programme, Ravi is now thriving in his second year on the Financial Planner Pathway. Ravi shares with host Sam Oakes how the guidance and support from his mentors and trainers have been instrumental in his growth. From developing business acumen to navigating the challenges of international financial planning, their influence has played a vital role in his success. He also reflects on how mentoring others has sharpened his own skills, deepened his understanding of the profession, and strengthened his confidence. Ravi’s story is a testament to the power of discipline, resilience, and a strong support network. Through LinkedIn prospecting and converting leads generated by Hoxton’s marketing, he has built a robust foundation in business development - an essential skill for any aspiring financial planner. Alongside this, Ravi shares how his physical, emotional, and spiritual practices have enabled him to stay focused and thrive in a demanding industry.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

  • Shannon Lee Simmons: How To Stop Feeling Broke | #415The Rational Reminder Podcast · on Financial planning77 / 100
  • Danny Saucedo and Daniel Thompson - Real Estate, Taxes & Financial Planning - Episode 116One More Round Podcast · on Financial planning71 / 100
  • The Problem With Your Annual Budget (And What Actually Works) | Ep 252Strategy Meets Finance · on Financial planning
  • Why You’re Still Broke And How to Fix ItJake & Gino: Real Estate Investing & Multifamily · on Financial advice
  • The Premium Human Experience, with Anders JonesSaaS Scaled · on Financial planning
  • Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at AdventumCFO Weekly · on Financial planning

More from Hoxton Life

All episodes →
  • Balancing Career Progression with Parenthood | with Faye McDonald61 / 100
  • Building Wealth Beyond Your Business | with Stuart McDonald58 / 100
  • How Purnima Anand Built Her Reputation Across India and Southeast Asia57 / 100
  • What Happens When a UK Adviser Moves Abroad… Then Comes Back | with Lewis Paterson68 / 100
  • How We’re Developing the Next Generation of Financial Advisers | with Matthew Morgan54 / 100
Explore the best B2B Finance podcasts →
All Hoxton Life episodes →