This week we have Charlie sitting down with Seb Elwell from Switchfoot Wealth.
Seb spent the early part of his career working hard to understand what it truly takes to be a Financial Planner. He moved around different companies, from national to IFA, but he never found one that truly matched his values and views on how the profession should be – taking people and planet into consideration. So, he took the leap and 5 years later he is running his own successful, B-Corp financial planning firm! Operating with purpose and turning his business into a force for good.
We talk about
• What it takes to become a B-Corp financial planning firm
• Sustainable financial planning
• How to match your ethics with your career
• The future of financial planning
Keep listening to the end because Seb gives advice he wished he had before starting out in financial planning.
This is a fantastic episode for anyone that wants a career based on great values and ethics.
Enjoy!
00:00:00 | Intro
00:00:56 | Seb’s career journey
00:04:12 | From big national company to IFA to business owner
00:06:18 | The values Seb set out to define when starting a business
00:11:07 | How Switchfoot Wealth became B-Corp
00:17:02 | What sustainable financial planning means to Seb
00:31:08 | The zeitgeist risk
00:37:08 | Where do you see the future of financial planning?
00:44:49 | Advice for advisers struggling with the ethics and morals in the part of the profession they are working in
00:53:25 | Seb’s advice to those starting out in financial planning
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