Heath, Wealth & Wisdom with Nicole Bremner
Nicole Bremner is an investor, certified financial coach, nutritionist, author and mum-of-three. In 2009, having had a successful career in investment banking, like many women who take a ‘career break’ to have children, she found herself at a crossroads, not entirely sure what path to take next.
Combining her financial knowledge with her passion for good architecture and design, Nicole was able to build on her experience and expertise to develop a new career, which fit around her children, and spent the next decade building a multi-million property portfolio in London.
Newly relaunched as Health, Wealth & Wisdom, Nicole interviews some of the interesting people she has met while navigating her (sometimes turbulent) voyage through professional and family life. From charity founders and travelling investors to authors and young entrepreneurs, these are the real tales of real people finding their way in business. Join Nicole as she listens to their stories and the lessons they have learned along the way.
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Heath, Wealth & Wisdom with Nicole Bremner
Forty years in financial services: How Bob Harvey’s journey and outlook created a happy retirement #133
EP133: "I think most people appreciate someone making a purchase easier for them. Selling is not about persuading someone to buy something that they do not need but making a decision easier. ‘People buy from people,’ is a common saying and our job is to ensure that people buy us and not the product."
Meet Bob Harvey, now non executive director at SeventySeven Wealth Management after 25 years in management at St. James's Place. In this interview he reflects upon his career in sales and why it's now seen as a dirty word as well as wellness and his views on retirement.
"Compared to 30 years ago, the consumer is far better off. The industry is regulated, and people are more financially aware. The financial adviser is also treated as a professional person (which was not the case 40 years ago). There has been a shift in perception from financial advisers as product salesmen to genuine professionals."
In this interview we discuss:
- the importance of sales
- how Bob's father was one of the founding directors of Tesco’s when they set up their first store after the war in Brixton market
- how important it is to present yourself well
- going out cold calling shops in Maidstone in the snow in the late 1970s
- striking the balance between work and life and lots more.
"I think the whole ‘work hard, play hard’ thing is really important. Working eight-hour days gives definition to downtime. I think a lot of people fall down because they do not give themselves enough time off. Here, I do not mean physically, but emotionally. It is important to be able to put things to one side, or in a box, and say I am going to focus on something else."
You can follow Bob on LinkedIn and read more about him on SeventySeven's website.
Disclaimer: The views and opinions expressed in this podcast belong solely to the host and guest speakers. The view and opinions of the guest speakers do not represent that of the host. Always do your own research.