Financial Planner Life Podcast

Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.

16 Jul 2020

Audio

Description

“As a Financial Planner, you are not trying to sell a thing; you are trying to solve a problem.” I love this quote from Chartered Fellow Richard Mikdadi, a partner at Tilney. I’ve known Richard for over a decade - we sat opposite each other when we both worked for Aviva. I knew back then that he was destined for great things, and that day came when he got to be a guest on The Financial Planner Life podcast. Joking aside, Richard was a fantastic guest who shares some absolute gems around a hugely successful career in UHNW financial planning. Not one to be missed!Some of the topics covered:· The benefits of being a Chartered Fellow, both for the planner and clients. · Financial Planning for UHNW clients: is a different skill set required? · Why understanding your clients’ hopes, dreams and fears will make you a better financial planner. · Teamwork makes the dream work: why surrounding yourself with experts is a must. As per usual if you want to connect with Sam Oakes click here and if you are looking for a new job within the financial planning industry check out Recruit UK a leading national financial planning recruitment agency. 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.

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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Financial Planner Life Podcast

Richard Mikdadi Chartered Fellow on Ultra High Net Worth Financial Planning, Why Team Work Makes the Dream Work, And a Career at Tilney.

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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