Financial advisor goes global

The boss of Aristotle Financial Planning is helping colleagues across the world after sharing his thoughts on imposter syndrome at an online global conference.

Financial advisor James Wallis, who set up Aristotle last year, has said he has received enquiries from places as far afield as South Africa and Australia since he took part in the recent Next Gen Planners conference.

View fullsize

At the conference, he gave a talk to fellow professionals about self-doubt and feeling like he is “winging it”.

He was one of over 100 speakers from around the world to address the conference, which took place across three days and four continents.

James said: “I really enjoyed the experience of taking part in the conference and since then I have been contacted by quite a few people wanting to talk or know more, which has led to me sharing ideas with advisers from all over the world.

“That feeling of winging it is definitely something I still experience. Although I have worked in this industry for 12 years, I still often question myself about how qualified I am to give advice to high net-worth clients, let alone talk about the experience to my peers.

“However, I tell myself that those feelings are natural and I now know from the conference how they are shared by a great many people, especially younger people in the financial services industry.”