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Restricted or IFA? What is best for my Financial Planning Career - with Wayne Griffiths from One Financial Solutions.

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Manage episode 496187780 series 2901742
Content provided by Sam Oakes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam Oakes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Wayne Griffiths | One Financial Solutions | Financial Planner Careers

In this episode of the Financial Planner Life podcast, Sam Oakes sit down with Wayne Griffiths, Managing Partner at One Financial Solutions, to explore how he’s creating meaningful, supportive career paths for self-employed financial planners.

We also dive into the ongoing debate: what’s better, restricted or IFA? Wayne shares his honest views and explains why the best advice always comes down to trust and intention—not just labels.

Wayne also opens up about his journey from financial planner to business leader, his passion for life cover and protection advice, and how his firm supports advisers at every stage of their journey - whether you're starting out, looking to grow, or transitioning your career.

If you're an IFA or employed financial planner considering your next step, this episode is packed with insights about control, earnings, and working within a values-driven firm.

In this episode:

  • Building careers in financial planning
  • The value of protection and life cover
  • Self-employed IFA career support
  • IFA vs. restricted advice
  • Why One Financial Solutions stands out
  • Advice for new and experienced financial planners

Interested in joining One Financial Solutions? Click here or reach out to Wayne directly.

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? drop Sam a message.

  continue reading

Chapters

1. Advisor's Journey and Evolution (00:00:00)

2. Building One Financial Solutions (00:08:36)

3. Transitioning from Advisor to Mentor (00:17:22)

4. Restricted vs IFA Debate (00:24:10)

5. Protection's Place in Financial Planning (00:30:14)

6. Supporting Advisors and Mental Health (00:37:11)

250 episodes

Artwork
iconShare
 
Manage episode 496187780 series 2901742
Content provided by Sam Oakes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam Oakes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Wayne Griffiths | One Financial Solutions | Financial Planner Careers

In this episode of the Financial Planner Life podcast, Sam Oakes sit down with Wayne Griffiths, Managing Partner at One Financial Solutions, to explore how he’s creating meaningful, supportive career paths for self-employed financial planners.

We also dive into the ongoing debate: what’s better, restricted or IFA? Wayne shares his honest views and explains why the best advice always comes down to trust and intention—not just labels.

Wayne also opens up about his journey from financial planner to business leader, his passion for life cover and protection advice, and how his firm supports advisers at every stage of their journey - whether you're starting out, looking to grow, or transitioning your career.

If you're an IFA or employed financial planner considering your next step, this episode is packed with insights about control, earnings, and working within a values-driven firm.

In this episode:

  • Building careers in financial planning
  • The value of protection and life cover
  • Self-employed IFA career support
  • IFA vs. restricted advice
  • Why One Financial Solutions stands out
  • Advice for new and experienced financial planners

Interested in joining One Financial Solutions? Click here or reach out to Wayne directly.

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? drop Sam a message.

  continue reading

Chapters

1. Advisor's Journey and Evolution (00:00:00)

2. Building One Financial Solutions (00:08:36)

3. Transitioning from Advisor to Mentor (00:17:22)

4. Restricted vs IFA Debate (00:24:10)

5. Protection's Place in Financial Planning (00:30:14)

6. Supporting Advisors and Mental Health (00:37:11)

250 episodes

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