Dear Financial Voice Reader
What a week. I am still reeling. From current and recent University graduates wanting remote work experience to people in their 30s-60s wanting to understand their pension and why when the US markets are at all-time highs, their pension has barely moved.
Twelve thousand new followers came from TikTok - the online video platform. They were predominantly university students. I am doing 60-second educational finance videos there and answering their questions.
It quickly occurred the demand globally for financial education is overwhelming. So I scaled up my own remote internship/work experience at my asset management company.
You now get, for free, instant messages of the research from my desk to yours or your cellphone.
Plus the same materials I use to train my staff. One who has gone on to be Global Head of Marketing for Citibank. Another went on to manage $10billion at Newton Asset Management. Incidentally, both happened to be women - leveling up the gender inequality in my industry. A third went on to do her MBA and is establishing her own fund now with which I am helping.
The main gap in financial education is getting real experience. Of course, there is no sitting at a desk in an office. But the world doesn't want seat warmers. And to all those asking me 'which degree' - it's about your skills and you showing you are genuinely interested.
The workplace wants people who learn the skills needed, whether excel or discount cashflow calculations. With the internet, there is no excuse for not knowing what CVs of people working at top firms look like, the skills needed, and the online educational tools, including mine, to get them.
I now also give a certificate of completion and you can mention it in your CV. It is remote, free, and gives you practical exercises and real-world experience.
If you're interested in remote work experience then go to www.campaignforamillion.com .
At the other end I had people concerned about their pensions. I educate people so they are better armed to speak to their advisors. With many earning tens of thousands more after the education, I am beyond words happy to the extent we started recording interviews - www.alpeshpatelreviews.com.
The main problems I discovered are people don't know what to buy in their pension, how to choose, why their advisor chose the funds he did, why he kept the losing ones, how come other stocks he did not pick shot up, and why he seems fixated on UK stocks alone, when global stocks including large safe profitable US companies have risen 100%.
Their frustration is merited.
