PT 2 - From Civil Service to Financial Planning: A Journey of Transformation, Teamwork, and Community Engagement

Season Two of Beyond The Summit - from Scale-Ability

In this enlightening episode, we dive into a broad spectrum of topics, from the nitty-gritty of podcast recording to intricate insights into the financial advice industry. Join Ruth as your host, as she interviews Tarnia Elsworth of TP Financial Solutions. Tarnia shares their transformative journey from civil service to financial planning. Tarnia lays bare her mission - to strip away the intimidation from financial planning and make it an approachable, friendly process.

Tarnia and Ruth give us a peek into the unique dynamics of working with a spouse, underlining the crucial role of complementing each other's strengths and fostering a mutual fondness. They also shed light on the importance of investing time in local community engagement as a catalyst for business growth.

The conversation takes a critical turn as we delve into the trials of working under others – touching upon the constraints of micromanagement and rigid directives that often stifle employee performance. Tarnia underscores the vital role of team dynamics in the business's success, emphasising the power of a well-coordinated team.

We also explore the pressures of conforming to traditional norms within the financial services sector and discuss the need for creating a safe, non-judgmental space for clients seeking financial advice.

Tarnia highlights the significance of cherishing activities that bring joy and fulfilment, cautioning against becoming mere "busy souls." The conversation also turns towards the integral role of community engagement in personal and business life, underscoring the value of authentic connections and active involvement.

Stay tuned for more enlightening discussions in our upcoming episodes, where we'll be delving into topics like community interest companies and entrepreneurship. This episode is a must-listen for everyone wanting to gain insights into the financial planning industry and the power of community engagement.