Business
In this week’s #YourFinancialPlanningMaestro podcast we talk to Anick Sharma CFP™, Financial Planner at Mercury Wealth Management. He shares his journey to becoming a CFP professional in just four years from entering the profession.We talk through his structured approach to studying and the sacrifices he made along the way. He offers important insights to the financial planning business owners of today and tomorrow and discusses the importance of supporting your teams and working in the right environment where all roads lead to comprehensive financial planning. Whether you are embarking on a career in financial planning, starting your journey to become a CFP professional, own a financial planning firm, or aspire to own one in the future, this episode is packed with lots of helpful tips and advice. #YourFinancialPlanningMaestro #podcast #CFP Anick Sharma bio: Having completed his MSc and published a postgraduate research white paper, Anick gained experience at another Financial Planning firm before moving to Mercury Wealth in May 2023. He is a Fellow with the Chartered Insurance Institute (Personal Finance Society) and a Certified Financial Planner, having achieved both in around four years. These qualifications are considered the gold standard across two professional bodies and were attained at an early stage of Anick's career, highlighting his exceptional dedication and aptitude. Anick is passionate about connecting with clients and embarking on a collaborative journey to understand what they really want out of life. By understanding this, Anick ensures that their Financial Plan is tailored to their unique goals. In his spare time, Anick enjoys being outside and active. He also loves to travel abroad as often as possible.