In this episode of Financial Planner Life, Sam Oakes talks with Neil Whiteside, a financial planner at First Equitable, about his winding, risk‑reward career journey from starting as a cashier in banking to embracing financial planning, taking a pay cut for growth as a trainee Financial Planner, and ultimately choosing a role that lets him help build a business rather than just sustain one. Neil shares: How his early roles in banking taught him core skills (customer service, fact‑finding, rel...
Show more...