My guest for this episode of Informed Choice Radio is Adam Piplica.
Adam made a career change into financial planning after spending years studying investment and financial planning in his spare time. His original career was in market research and data analysis.
Now a Diploma qualified Paraplanner at a firm of Chartered Financial Planners in York, Adam is organising Money Life Live. This a life-changing event for people who may not have ever considered meeting with a financial planner before, but want more out of life.
To make Money Life Live a reality, Adam has brought together a number of financial experts and coaches, along with every-day people with extraordinary stories.
In this episode of Informed Choice Radio, I speak to Adam about the role of a Paraplanner, what inspired him to organise Money Life Live, the future of personal finance, priorities when it comes to personal financial planning, and much more.
Welcome to Money Life Live with Adam Piplica, in episode 145 of Informed Choice Radio.
Some questions I ask
-What is the role of a Paraplanner and how does this differ from a Financial Planner?
-What can people expect from Money Life Live?
-Who will be speaking at the event?
-Is financial jargon making it harder for people outside of the finance sector to engage with our services?
-What are some of the main financial priorities you come across?
Thank you for listening!
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