About The Experience
During my internship at Hoxton Planning and Management, I gained valuable insights into the world of financial planning, where I quickly learned that finance isn't just about numbers and calculations—it's about understanding and aligning each client's unique goals and aspirations in life.
My role involved attending weekly team goal meetings and actively participating in discussions.
Additionally, I had the opportunity to assist with the launch of a new financial podcast, where I supported content creation. This experience sharpened my communication skills, enabling me to understand how to communicate complex concepts in an accessible and engaging way. Through these tasks, I learned the importance of collaboration and personalization in financial services, significantly impacting client relationships and outcomes.
Financial Advising Podcast
Aug 7, 2023
First Episode
Dec 22, 2024
Congrats HPM Team!
2.56K Subscribers
To perfect the HPM vision, a diverse group of people from around the world, including editing specialists and audio experts, collaborated on each episode to ensure the content aligned with the intended vision. Each meeting brought them one step closer to the launch of the podcast.
The Last PayCheck is a podcast that offers expert retirement planning advice and provides valuable insights for individuals seeking to secure their financial future. By creating a podcast, they engage with their target audience in a more personal and approachable way, moving beyond just offering services. Podcasts also offer the flexibility to reach a broader audience and demonstrate the value of financial planning in an accessible, informative format.
Being included in the launch of a podcast was a valuable experience because it taught me how to leverage multimedia platforms like podcasts to engage audiences in innovative ways. I learned how to approach marketing strategies with a focus on delivering value and fostering relationships rather than just pushing services. It taught me the importance of clear communication, audience engagement, and how to craft a compelling narrative that resonates with listeners. I learned how different professionals—from editors to graphic designers—contribute to a cohesive and polished final product, and how each element plays a role in building a strong brand presence.
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Finance isn't just about numbers and calculations—it's about understanding and aligning each client's unique goals and aspirations in life
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Cross-functional weekly meetings are beneficial for communication and serve as valuable check-ins to track progress against weekly goals.
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Having a podcast alongside a business can enhance visibility, build trust, and connect with a wider audience.
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By consistently offering useful content, a podcast can help build long-term relationships, foster credibility, and ultimately attract new clients.