The Transformative Journey of a Young Financial Planner - Dylan Ellis

Financial Planner Life Podcast

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Trigger Warning - We discuss Suicide and Addiction.

Hosted by: Sam Oakes

Guest: Dylan Ellis, Financial Planner at St James's Place

Episode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into professional success. Dylan candidly shares his story of growing up in poverty, the profound impact of losing his brother to suicide, and his mother's battle with addiction and subsequent death, and how these pivotal moments steered him toward a career in financial planning.

What You’ll Learn:

• From Admin to Adviser: Discover Dylan’s career evolution from an administrative role at 18 to achieving significant milestones as a financial planner by the age of 24.
• Empathy and Professional Growth: Learn how Dylan’s personal experiences have enriched his ability to empathize with clients, making him a more effective advisor.
• The Role of Support Systems: Dylan highlights the importance of talking circles and mentorship in his healing and professional development.
• Achievements and Impact: Gain insights into Dylan’s professional achievements, including writing over £300,000 of business in one year and managing assets worth £18.5 million.
• Advocacy for Mental Health: Dylan discusses the critical need for mental health awareness and support within the financial industry, advocating for a shift toward greater openness and understanding.

Closing Thoughts: This episode is a powerful reminder of how personal challenges can fuel professional and personal growth. Dylan’s journey is not just inspiring; it also underscores the importance of mental health support and empathy in financial planning.

Mental Health Resources: For listeners seeking support, here are some essential UK resources:

• Samaritans: Available 24/7 at 116 123 for anyone in distress.
• Talk Club: Providing a space for men to support their mental fitness (website for more information).
• Mind: Advice and support for mental health problems at 0300 123 3393.
• Suicide Prevention Hotline: Immediate help is available 24/7 at 116 123.

Tune in to this profound exploration of resilience, empathy, and the power of human connections within the finance industry. Whether you’re a professional in the sector or someone navigating your challenges, Dylan’s story offers valuable insights and encouragement.

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1. Financial Planner Career Journey Inspiration (00:00:00)

2. Transition From Power Planner to Advisor (00:08:26)

3. Mentorship Power and Personal Growth (00:22:26)

4. Importance of Sharing Vulnerability and Healing (00:36:09)

5. Personal Experiences Driving Financial Planning (00:49:22)

6. Power of Emotional Intelligence in Life (00:53:47)

7. Celebrating Success in Asset Management (01:03:29)