In this episode of the Hoxton Life podcast, host Sam Oakes is joined by Kareem, a partner and financial planner at Hoxton Wealth, and Georgia, a paraplanner on his team. Together, they delve into what it takes to build a thriving financial planning practice. From understanding the power of delegation to navigating career progression, Kareem and Georgia share how their teamwork and Hoxton Wealth’s intrapreneurial model have driven their success.

Key topics include:

👉 The journey from BDM to financial planner and paraplanner
👉 Challenges and rewards of letting go and trusting your team
👉 The evolving role of paraplanners in international financial planning
👉 Building a “practice within a practice” at Hoxton Wealth
👉 Career development, including Georgia’s studies towards her Australian financial planning qualifications

What You'll Learn:
- How to effectively structure a financial planning team for growth
- The benefits of a supportive, intrapreneurial model
- Tips for aspiring financial planners and paraplanners
- Why teamwork and shared goals are essential for success in financial services.

0:00 Introduction
0:45 Meet Kareem and Georgia
2:15 Kareem’s Journey to Partner
5:30 Georgia’s Transition to Paraplanning
8:10 What Makes a Strong Financial Planning Team
10:45 The Hoxton Intrapreneurial Model
14:00 Client-Facing Paraplanning: The Evolution
17:30 Letting Go and Building Trust
20:15 The Role of a Paraplanner in International Financial Planning
23:00 Georgia’s Australian Financial Planning Qualifications
25:45 Balancing Personal and Professional Life
28:30 Future Plans for the Practice
31:15 Advice for Aspiring Financial Planners and Paraplanners
33:45 Closing Thoughts and Takeaways

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