How to Protect Wealth Through Independent Financial Planning With Sean Kiani

Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com)**********************************************************************Sean’s work at Peregrine & Black is guided by independence, clarity, and personal integrity. He helps clients navigate major financial transitions, from business exits and inheritance tax planning to long-term portfolio structuring and family wealth continuity.His goal is to bring calm and direction to decisions that often feel uncertain or overwhelming. With a deep background in financial recovery and estate structuring, Sean combines strategic insight with a human touch. He collaborates with accountants, professionals and other advisers to align every layer of a client’s financial world, ensuring wealth is protected, efficiently managed, and positioned to endure across generations.For consulting firm owners and business leaders, this conversation is particularly relevant. Sean shows how to turn consulting income into long-term wealth, building the right structure, reducing exposure, and ensuring your financial independence lasts beyond your career.*******************************************************************************Proposed Interview Structure: 1. You started your career in marketing and hospitality before moving into financial recovery and now independent financial advice. What inspired that shift, and how do those early experiences shape the way you advise clients today?2. Working independently with Peregrine & Black, what specific problem are you most focused on solving for clients, and why does it matter to you personally?3. Who do you most often work with today, and what makes for a strong fit in your advisory relationships?4. How do new clients usually find you, through referrals, partnerships with accountants etc, or your local reputation?5. Financial planning is built on trust. How do you guide clients from an initial conversation to a clear, confident plan without pressure?6. Once you’re working with a client, how do you ensure consistency and maintain long-term relationships?7. Where do you find yourself most stuck right now as an adviser, whether it’s regulation, client education, or balancing depth with scale?8. Looking ahead, where do you see the biggest opportunities in your field, in intergenerational planning, inheritance tax reform, or changing client expectations?*********************************************************************Know more about Sean KianiInheritance Made Simple: https://www.inheritancemadesimple.com/Peregrine & Black: https://www.peregrineblack.com/Connect with Sean Kiani on LinkedInLinkedIn link: https://www.linkedin.com/in/sean-kiani-61703419/Apply to be a guest on Consulting Leaders: https://ghapodcast.com/application-to-be-a-guest-on-consulting-leaders/