PODCAST · health
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by The Financial Planning Trainin
The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.
Episodes
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Mastery of working with professional connections - Natalie Wright from Mazars
We discuss why Natalie focuses on: Trying to help Her experience of seeing clients all the way through to a successful exit from their business How to filter / interview other professionals Why being inquisitive is crucial How she uses her ‘10 things for the year’ approach @Nwright_CFP
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Building an enterprise island - Financial Life Coach Podcast meets Nick Crabbe
Nick and I discuss Building an enterprise island Why he is most proud of his team at Manse Why he recommends that we all ‘leave our ego at the door’ Why new planners need to get really qualified as soon as possible Nick is on Twitter: @nickcrabbe
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Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis
Book recommendation - Factfulness by Dr Hans Rosling Best piece of advice - Don’t be the professional footballer who didn’t make it. Listen how First Wealth are building tools to help scale their business and deliver better outcomes for clients. What they are doing this year to increase new...
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Financial Life Coach Podcast meets Alasdair Walker
Book recommendations: Thinking Fast and Slow - Daniel Kahneman Misbehaving - Richard Thaler We learn how: Alasdair is pushing forward a 40 year old firm on the tenets of pure financial planning, technical expertise and investment management. About his plans to double turnover within 5 years. How…
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The most important thing right now is what you want to achieve - Financial Life Coach Podcast meets David Crozier
David and I discuss How he moved his Lifestyle business to a “proper business” The help he had from his management consultant son The driver behind the decision The two best decisions he has made along the way We discuss some of the specific things he has implemented in the business Most...
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Financial Life Coach Podcast meets Jessamy Walker
Jess and I discuss How she transitioned from an IFA to a financial planning business owner We discuss the challenges she faced with existing clients She explains how she doubled her clients' fees from 0.5% to 1% per annum by showing them what she was now going to do for them We discuss her...
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Year two and beyond with @Matt Aitchison - Financial Life Coach Podcast
We discuss starting a business with no clients whatsoever. Where his first client came from and how he has built a successful and growing small business. We discuss the work he does for clients over the long term and give some examples of the enormous difference Clear Vision has made to the lives...
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Announcing Season 2 - What will we cover?
Announcing Season 2 - What will we cover?
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Financial Life Coach Podcast meets Rich Ellis & Nick Davies
Year 1 done, lessons learned and what is to come. How did they start in the first place? Who won the arm wrestle? How long did it take from startup to running at full speed? What lessons are there for those thinking about start up? How did a pub chat and napkin set the direction for the business....
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Podcast w David Hearne @dontdelay - How Family Trees, long courtships and being crystal clear on target clients has ...
When you shouldn’t try to compete with SJP and the banks Why a failed startup was the best lesson Why medium sized is the perfect size Why taking longer to get paid results in getting paid more Why the family tree is so important Why you should listen to more podcasts What advice he gave to Steve...
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I don’t know what I’m going to do! Financial Life Coach Podcast with Dom Spalding & John Hunt
Why a client telling John, ‘I don’t know what I’m going to do’ after losing his job changed the direction of Expert for ever The importance of understanding each other's life plans in driving the business forward The importance of small, incremental improvements The importance of great training…
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Financial Life Coach Podcast meets Kevin Deamer - Providing true wealth management
The longest podcast of the series but well worth it! Why the business should generate enquiries, not a silver tongued salesperson Why clients of KMD can be looked after by up to 10 members of the team at any one time. Why the old model of the IFA is dead Why quality is key Why he still wonders if...
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Podcast w Craig Palfrey @penguinwm - First South Wales and then the world
Fantastic advice to new firms, start-ups and potentially everyone! What Craig did to generate clients from Penguin when it opened and what he would do if he had to start again now. Why Craig is opening Penguin Legal and the Penguin Accountancy The importance of external input Why he loves MDRT…
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Podcast w Lee Robertson @leerobertsonIQ - What scares you financially?
Lee covers Why he refers to the best in old, AUM, terminology but it’s a 100% modern Financial Planning business. Why benchmarking is crucial both of investment performance and company performance Why you should always ask: “Is there anything we should be doing for you that we aren’t?” Why…
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Books, podcasts and family businesses - Financial Life Coach Podcast with Russ Haworth
Why you only need to be more comfortable with silence than one other person Why advisers need to focus on their level of engagement with clients Why you need to understand your own emotions before you can understand others Why the 3 circle model is key to understanding family business owners Why...
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The purpose of a first meeting is to have rich and meaningful conversations - Financial Life Coach Podcast meets Neil...
Why Neil would always address the burning issue first ‘Why tell me why you are here’, is the first question followed by, ‘tell me how you think we can help’ Listening with empathy is key Why we mustn’t resolve issues in first meetings and we must just listen. Who is Fortitude Freddie? Why Neil...
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Leaking the truth - Financial Life Coach Podcast meets Nick Taylor
Why you should ask clients what they value and charge them for it Why a knife is a good thing in a surgeon’s hand but not in that of a thief How you can change behaviour by analysing eye movement Why you must invest in yourself to grow Why his opening question is: ‘can you tell me a bit about…
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Why being as unlike a traditional IFA firm as possible has allowed Lift to build a £2bill AUM business - podcast wit...
Benefits of financial education seminars Why being Chartered and holding the Fellowship is important Getting the most out of your CRM for workflows and time recording Benefits of training your own (graduate programme) Putting clients at the centre (flexible and bespoke) Benefits of retainers over...
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We are the one thing between clients and stupid! - Podcast with Nick Lincoln
Be blunt, be honest Why he doesn’t change initial fee Why we have to get better at expressing our value All the value is in the financial plan and financial planning progress Why Nick's advice to me is to stay curious @hattipnick
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How to make the most of every minute - Financial Life Coach Podcast with Pete Matthew
How to focus resources on things that are important to you Explore working with people who are confident in managing their own money The importance of ongoing learning Adding value with behavioural finance education @PeteMatthew
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It maybe Elton time but it’s not beach and piña coladas yet for Ruth
What the future holds for Ruth, Red House and Paradigm Norton Why Ruth is so excited about the future of Financial Planning Why ‘What’s important to you about money?’ is her killer question Why ‘Invest in yourself’ is her number one piece of advice How Red House demonstrate their value and…
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Financial Life Coaching in a large practice
How adopting Financial Life Coaching approach has increased AUM from £50mill to £500 mill in 7 years Why £500mill isn’t nearly enough and what the goal for Copper Parry wealth is now Why Costa / Starbucks, a giant pink bull and a running track creates perfect environment for clients and staff Why...
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Financial Life Coach Podcast meets Michael Smith
Why Chamberlyns provide a refreshingly different service and what that is Why Chamberlyns exists i.e. its why How Chamberlyns employ the E-Myth principals in their business Why first contact calls are always scheduled rather than reactive Why prospects have to meet the non-negotiable as well as...
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Financial Life Coach Podcast meets Tamsin Caine
The importance of purposeful practice No improvement happens in your comfort zone Why full financial planning, every client, every time makes first meetings much easier @TamsinCaine
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Financial Life Coach Podcast with Justin King
How to reassure potential clients that they have come to the right place How a client’s story is far more important than their money How to bring into adulthood the childhood feeling of awe of what’s possible How to consciously design your business environment and continually improving it The...
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Why self awareness is the key to successful client relationships - Financial Life Coach Podcast with Tina Weeks
Why the first question is “Why are you here?” Then: “Anything else?” Why how planners FEEL in a meeting is crucial Why attachment emotions and survivor emotions are impacting on your success in first meetings What one to one coaching has taught Tina Why you need to run a profitable business....
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'The art of slow planning’ - Financial Life Coach Podcast with Damien Rylett
How to set client expectations without even knowing it The importance of listening and challenging Why ‘slow planning’ develops a better long term relationship How to look for the underlying objective through deeper questioning Why understanding your own values is crucial Why living your own…
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Give and you shall receive - Sharon Sutton at Financial Life Coach Podcast
Why free FP seminars were the best thing Thornton ever did How she has adopted the training from the Inspiring Adviser program into her own scripts and process The unexpected benefits of setting up a client advisory board Why Thornton will see anyone who wants to come in for an initial meeting…
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Great financial planning can change your life - Robert Caplan with Financial Life Coach Podcast
Why great financial planning can change your life How Rob and Anthony plan to build a billion pound business The importance of scripting Why living authentically is important Why Paul Armson is a gateway drug! Why he opens with ‘what led you to seek financial advice’? What Rob believes is the...
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How Jason Butler has squeezed the orange over the last 25 years
Why having no natural chemistry or empathy wasn’t an issue in his career What he means by being like ‘a friendly John McLean’ (from Die Hard!) Why your personal motive is the most important factor in your professional life Why the initial contact with the office shouldn’t be held by you / the...
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Marlene Outrim meets Financial Life Coach Podcast
Why you must treat everyone as unique and with an open mind and conduct meetings with no preconceptions Why the only background you should remember about someone is their name Why families are the key structures and influencers in the lives of our clients Why building rapport is not about your...
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Max Keeling meets Financial Life Coach Podcast
Why his location is irrelevant in his world Why video and video blogs are crucial to his success Why he has a 4 week program to get his clients organised Why structured documentation facilitates great conversations What do Plan B, desired lifestyle and Mega Vision mean and why are they a game...
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Sam Sloma - Sometimes clients just need to be told
Why sports people in their teens and 20s and young entrepreneurs need Financial Life Coaching Why a traditional IFA service and an AUM changing method simply wouldn’t work Why, ‘how did that make you feel’ is the most important question that he asks How his experience of personal tragedy impacts...
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Brian Hill meets Financial Life Coach Podcast
Listen to me discuss with Brian Why he helps clients to do something important to them What is the ‘No sign-up meeting’ Why he believes that you should either ‘stand for something’ or ‘stand against something’ Why he believes that staff should only stay with him for 3 years and that they only…
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Adam Carolan meets Financial Life Coach Podcast
Why niche is crucial Why getting to know clients takes time The importance of getting a a client's administration sorted What 4 meetings need to be held with every client every year and what additional contacts will be made Why flat fees are crucial in his market Why the future for financial life...
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ABOUT THIS SHOW
The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.
HOSTED BY
The Financial Planning Trainin
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???????????????????? currently has 36 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial...
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???????????????????? has 36 episodes. Check the episode list to see recent publication dates and frequency.
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???????????????????? is created and hosted by The Financial Planning Trainin.
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