Episode 101: The Personal Financial Planner with Naomi Haynes

The Business Awards Show

The Personal Financial Planner with Naomi Haynes is the latest episode of The Business Awards Show. Join us as we welcome Naomi, an acclaimed financial planner and winner of the Best Consumer Business in the Best Business Women Awards 2023, for an enlightening discussion about her audacious leap from a secure corporate position to launching her own business amidst the global lockdown. Naomi's tale is not just one of bravery but also of her dedication to closing the gender pension gap and empowering financial wellness. Her journey is punctuated by the hurdles she overcame and the unique pressure that fueled her drive during those uncertain times.

In our conversation, we touch on the essence of trust-building in the financial sector, with Naomi underscoring the personalized touch she brings to client relationships. She shares how small gestures, like birthday cards, and an open line for varied concerns have fostered deep client trust and engagement. Moreover, Naomi reflects on her first foray into business awards, revealing the challenges of crafting an application that celebrated personal milestones alongside business acumen, and how this experience has shaped her professional narrative.

Rounding out our discussion, Naomi recounts the nerve-wracking yet triumphant experience of her last-minute submission to the Best Business Women Awards. The recognition she received not only validated her efforts but also set a clear trajectory for her business's future, leading to strategic hiring and growth planning. For any entrepreneur, Naomi offers sage advice on the stability that an emergency fund can provide, both for personal and business contingencies. Her story is a testament to the power of resilience, networking, and the courage to put oneself out there, and we're excited to share her inspirational journey with you.

{2:03} Why Naomi became a financial planner.

{5:22} Working for yourself is scary!

{6:13} Starting a business as a global pandemic develops.

{9:25} Common client issues.

{10:30} Why you need to seek professional advice.

{11:57} Pension benefits for a business owner.

{13:45} Use a specialist; don't do finances yourself.

{14:50} Naomi's approach to outstanding customer service.

{18:05} Applying for a Shining Stars Award in 2021.

{19:40} Going national - entering The Best Businesswomen Awards.

{21:45} Winning an award.

{22:36} How winning powered Naomi's business forward.

{24:10} Advice for entrepreneurs (especially in the early years).

Connect with Debbie at: https://thebusinessawardsshow.co.uk

Connect with Naomi: https://www.naomihaynes.co.uk/

Instagram: https://www.instagram.com/naomihaynesfinancialplanning/

Facebook: https://www.facebook.com/naomihaynesfinancialplanning

LinkedIN: https://www.linkedin.com/in/naomi-haynes/

YouTube: https://www.youtube.com/channel/UCjNzjbl6_YMzNHoFp-XVswQ