Your Financial Planning Maestro

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠⁠⁠⁠In this final episode of series 12 of #YourFinancialPlanningMaestro #podcast we talk to Aaron McAuley CFP from GSB Global Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. How to set the strategy to pass on your first submission 2. How the CFP process will enhance your critical thinking skills 3. The importance of time management for Excel mistakes 4. How you can get create to maximise your chances of successThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Michelle Lambell CFP from The Minster Partnership about her journey to become a CFP professional.Listen now to find out: 1. Her transition form investment manager to financial planner 2. How the CFP process benefited her and her clients 3. The importance of time management with the L7 case study 4. How CFP has transformed her day-to-day financial planning activitiesThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Jordan West CFP from True Potential Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. How is skills as an accountant help him 2. Why he chose the CISI CFP route over other routes to Chartered 3. The challenges he faced with his L7 case study 4. Why learning from failure is so important5. How CFP has opened his eyes to change his day-to-day financial planning practiceThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Odell CFP from Atlas Personal Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. Why thorough preparation and commitment are essential 2. What are the toughest parts 3. Client relevance is key to success 4. How CFP will change the way you'll advise clientsThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Henry Anderson CFP at Parallel Wealth Management Group about his journey to become a CFP professional.Listen now to find out: 1. Why a career changer like me bring invaluable skills 2. The importance of understanding the process to gain CFP 3. Cashflow modelling will change how you work on a day-to-day basis 4. How to overcome your challenges along the wayThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Gregor Munro CFP at Sunflower Financial Planning about his journey to become a CFP professional.Listen now to find out: 1. Know your 'Why' before embarking on CFP 2. Financial planning, not technical knowledge, is the foundation of your plan 3. The importance of understanding how to build cashflow models 4. Assumptions are criticalThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to David Vance CFP at Bloomsbury Wealth about his journey to become a CFP professional.Listen now to find out: 1. The importance of experience before attempting CFP 2. Why cashflow and assumptions are the foundation of your plan 3. Why you should take your first submission as a learning experience 4. Why you might need to adapt your writing style for CFP 5. Don't assume any existing client knowledgeThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Dan Haylett, Director at TFP Financial Planning, about his financial planning career and why he's written a new book.Listen now to find out: 1. Why retirement is a human change not a maths problem 2. Why the emotional impact of life transitions is undervalued 3. Why underspending in retirement is a symptom of fear and choice overload 4. Why financial planners must evolve from being mechanics to guides 5. What the five pillars of meaningful retirement areThis episode is packed full of advice and tips to help you improve your client experience service when talking to your clients about their retirement plans.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Mitch Forster CFP at Abacus Wealth Management about his journey to become a CFP professional.Listen now to find out: 1. Time management is critical 2. Spreadsheets are the foundation of your plan 3. How the process changed my professional approach 4. Why I prioritise protection cover conversations 5. Why you shouldn't fear failure6. How to maximise your efforts for your first submission to make the second less workThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠LockieConsultants.com⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Lachlan Bursle CFP at Create Financial Solutions about his journey to become a CFP professional.Listen now to find out: 1. The importance of client focused communication 2.The value of perseverance and learning from failure 3. How to manage your time and prepare properly for CFP 4. How to refine the assumptions used in financial plans 5. Why you should seek support and collaborationThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠LockieConsultants.com⁠In this week's #YourFinancialPlanningMaestro #podcast we take a week's break from CFP to talk to Emma Boardwell of Emotional Finance about what we can do to improve our interactions with clients.Listen now to find out: 1. The importance of building the conditions of trust when giving advice 2. Why we should improve our emotional and relational skills when giving advice 3. Why financial planning should be a co-created process 4. The impact of poor client engagement on financial outcomes 5. Learn the practical steps that advisers and paraplanners can take to improve their client interactionsThis episode is packed full of practical tips to help you become a better financial planner with deeper client relationships.#CFP #CertifiedFinancialPlanner #CISI #OnlineCoursesEmma's bio: https://www.emotionalfinance.co.uk/about

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠LockieConsultants.comIn this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Taylor CFP, recent winner of the Octo Member Nick Cann aspiring young planner award, at Key Financial Planning.Listen now to find out: 1. The importance of setting strong foundations 2. How to learn from failure and seek guidance 3. How to take a holistic approach 4. How much effort and commitment is required anyway?! 5. Why you should adopt a 'sponge' mentality.This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

In this week's #YourFinancialPlanningMaestro #podcast we talk to Imran Kalam CFP at Rhodes Wealth Management.Listen now to find out: How to utilise your non-financial planning skills to pass CFP.Why committing to lifelong learning makes the difference.How to adopt a truly holistic perspective.How to master the assumptions (or not).Leverage support and stay adaptable.This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.For more podcasts or to sign up for one of our popular courses, go to:⁠ ⁠LockieConsultants.com⁠⁠Imran's bio: https://rhodeswealthmanagement.co.uk/team/#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠LockieConsultants.com/your-financial-planning-maestro-podcast⁠⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Paul McCabe CFP at Acumen Financial Planning.Listen now to find out:How golf skills translate into financial planningHow to use your support network to benefit youKey preparation and strategies to passThe impact of the process on personal growthThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.⁠Paul's bio⁠#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠LockieConsultants.com/your-financial-planning-maestro-podcast⁠In this week's #YourFinancialPlanningMaestro #podcast we talk to Tristan Johnson CFP at McKenzie & Co Financial Consultants.Listen now to find out:How to take a practical approach to the assessmentHow to apply a holistic approach to passHow to overcome the various challenges with the case studyHow to simplify your financial plan to be successfulThe future impact of Consumer Duty on financial planningThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.Tristan's bio#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠LockieConsultants.com/your-financial-planning-maestro-podcastIn this week's #YourFinancialPlanningMaestro #podcast we talk to Kelly Selby CFP paraplanner at Amber Wealth Creation.Listen now to find out:Preparation is keyHow to manage your time strategicallyPrioritise cashflow planningHow to embrace and apply feedbackThis episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro.Amber's bio#CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

In this week's #YourFinancialPlanningMaestro #podcast we talk to Tracy Vegro, CEO of Chartered Institute for Securities and Investment and Carly Dunningham CFP, Director of Financial Planning at Verso Wealth management and chair of the CISI FP Forum Committee about this month's finance initiative to offer free advice and help to the public. Listen now to find out: 1. What is Financial Planning Week and how the public can benefit. 2. How you can seek free advice from CFP professionals - there's no catch! 3. How to sign up to get advice and what to think about before the meeting. 4. What CFP professionals in the UK can do to help. This episode is to help get the message out to the public about Financial Planning Week and also a call to action for CFP professionals to sign up to help. Sign up here for the free advice surgeries and get unbiased help with your finances. For more podcasts or to sign up for one of our popular courses for financial professionals, go to:⁠ LockieConsultants.com⁠ (https://www.lockieconsultants.com/) #CFP #CertifiedFinancialPlanner #CISI #FPWUK

In this week's #YourFinancialPlanningMaestro #podcast we talk to Louis Ewart CFP at Ewart & Bridgeman Advisers. Listen now to find out: How to prepare for your case study to maximise your chances of passing. Early preparation can help you be successful. How to obtain clarity during the process. How it can benefit your client advice afterwards. This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro. For more podcasts or to sign up for one of our popular courses, go to:⁠ LockieConsultants.com⁠ #CFP #CertifiedFinancialPlanner #CISI #OnlineCourses Louis's bio: Back in the 80s, when the industry was nascent relative to what it is now, Louis’ grandmother was a financial adviser, having emigrated from Denmark after World War 2. Following the footsteps of his Dad, who joined the industry in the mid-90s, Louis is in fact the 3rd generation of his family to be a financial adviser (aka planner). Their family practice is called Ewart & Bridgeman Advisers, with their office in London and clients located around the country. If you were to ask what he likes most about his role, he would say it’s the interplay between socialising with clients, being analytical when not with clients, and the satisfaction of finding solutions to complex personal finance problems. Outside of work Louis recently got into scuba diving, so the occasional long-distance trip with a dive school is something that he looks forward to – this also requires planning for, unsurprisingly. Closer to home, he enjoys meandering through Southwest London, ticking off the multitude of pubs and restaurants in the area. Luckily several close friends now live in London, so he’s in good company.

For more podcasts or to sign up for one of our popular courses, go to:⁠ LockieConsultants.com In this week's #YourFinancialPlanningMaestro #podcast we talk to Steve Williams CFP Para-dox Paraplanning. Listen now to find out: How to prepare for your case study to maximise your chances of passing. How to plan your time efficiently to be successful How to apply your critical thinking skills to maximum effect This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro. #CFP #CertifiedFinancialPlanner #CISI #OnlineCourses

For more podcasts or to sign up for one of our popular courses, go to:⁠ ⁠LockieConsultants.com⁠ In this week’s #YourFinancialPlanningMaestro #podcast we talk to John Findlater about his transition from professional golf to financial planning is an inspiring story of career reinvention. Listen now to find out: How mentors can help you pass How CFP helps your day-to-day business Why a holistic approach to clients pays dividends This episode is packed full of advice and tips to help you pass the CISI L7 assessment and become a CFP pro. #CFP #CertifiedFinancialPlanner #CISI #OnlineCourses John’s Bio: https://www.linkedin.com/in/john-findlater-cfp%E2%84%A2%EF%B8%8F-chartered-mcsi-411110238/

In this week's #YourFinancialPlanningMaestro #podcast we talk to Chris Harris CFP™ from RBC Brewin Dolphin. We talk about: Career inspiration Rationale for pursuing CFP certification Challenges faced Shifting his problem solving perspective The importance of assumptions and critical thinking See our website LockieConsultants.com for info on how you can become a CFP professional in the UK. #CFP #CertifiedFinancialPlanner #CISI Chris's bio:  Chris Harris CFP™ is a financial planner who works at RBC Brewin Dolphin and joined the industry 8 years ago working for companies such as Wealth at Work and Charles Derby which is now Quilter.  Prior to this he worked as secondary science teacher with a chemistry specialism and still runs a successful YouTube channel (Allery Chemistry) helping students to pass A Level Chemistry.  Chris transitioned into financial planning to help people plan for their futures and feel confident about the way they fund their lifestyles and provide for their families. Obtaining CFP certification reinforces Chris’s commitment to professional financial planning and upholding the high standards the clients expect. 

In this week’s #YourFinancialPlanningMaestro #podcast we talk to James Hunt, Chartered Financial Planner at Eldon Financial Planning, who recently shared his journey to achieving the prestigious Certified Financial Planner (CFP) certification. His story provides valuable insights for aspiring financial planners. James initially considered a career in accounting while studying finance at university. However, after completing a placement in an accounting firm, he realised that he wanted more personal interaction in his work. This shift in focus led him to explore financial planning, where he found a better balance between working with numbers and building meaningful client relationships. Mentorship played a crucial role in James' career development. At Eldon Financial Planning, his colleagues, who were already CFP professionals, encouraged him to pursue the certification. Their guidance helped James see the value of the CFP's holistic approach, which goes beyond simple financial advice to encompass a client’s entire financial situation. Preparing for the CISI L7 CFP case study was a challenging but rewarding experience. James highlighting the importance of thoroughly understanding the client’s objectives and documenting every assumption made. He learned to focus on concise, valuable reporting rather than unnecessary details, which was key to passing the financial plan assessment. James also stressed how his experience as a chartered financial planner gave him an edge. His real-world experience allowed him to apply textbook knowledge to practical scenarios, ultimately enhancing his ability to provide comprehensive financial planning advice. For those considering a career in financial planning, James’s journey underscores the importance of mentorship, attention to detail, and the value of holistic financial advice. James’s bio: I graduated university with a degree in International Finance and Banking, moving straight into a paraplanning role in 2015. I moved to Eldon Financial Planning in 2017, progressing from Paraplanner, to Financial Planner in that time. During my time at Eldon, I completed the level 4 diploma and level 6 diploma to become a Chartered Financial Planner, before completing the level 7 case study to become a Certified Financial Planner too. In my personal life, I have an interest in the outdoors and keeping fit and growing up and living in Yorkshire I love the countryside. Me and my wife have just welcomed our first child into the world this year, so that's now my focus in my personal life. If you would like to learn more about the resources that we have to help you become a CFP professional in the UK, please go to our website www.LockieConsultants.com #CFP #CertifiedFinancialPlanner #CISI #podcast

In this week’s #YourFinancialPlanningMaestro #podcast interview, we talk to Alice Davey CFPTM of In Partnership about her inspiring journey into the financial planning profession, highlighting how success can come from persistence and continuous learning, even if the path starts unexpectedly. Like many others, Alice entered the financial planning world by accident. What began as a simple practice interview led her to a role in a financial adviser's office, where she discovered her passion for the technical side of financial planning. Alice’s career progression underscores the importance of ongoing professional development. Starting with administrative tasks, she pursued further qualifications, which allowed her to transition into more technical and compliance roles. Now a compliance supervisor, Alice is involved in reviewing financial advice, handling technical complaints, and providing support to advisers. Her journey hasn’t been without its challenges. Alice first attempted the Certified Financial PlannerTM (CFP) certification years ago but didn’t succeed. However, she was determined to try again, emphasising her belief in perseverance. This time, Alice completed the certification, a testament to her dedication and growth mindset. Alice also highlights the importance of preparation. She attributes her success to having a strong technical foundation and carefully planning her study time. For aspiring financial planners, her story offers a valuable lesson: with commitment, continuous learning, and strategic preparation, anyone can thrive in this dynamic profession. Alice’s experience is a powerful reminder that no matter where you start, persistence and learning can lead to remarkable achievements. Learn more about the free resources we have on offer to support you to become a CFP professional in the UK go to our website: www.lockieconsultants.com #YourFinancialPlanningMaestro #podcast #CFP #CertifiedFinancialPlanner #CISI Alice's bio: After graduating from Durham University with a BSC in Archaeology I started work in the financial services industry in 1998 with Lloyds TSB Independent Financial Advisers.   After obtaining my Financial Planning Certificate in 2001 I moved into a technical Compliance role.  I went on to achieve Chartered Financial Planner status and fellowship of the Personal Finance Society in 2013, remaining in various Compliance roles during my nearly 18 years with the Lloyds Banking Group, gaining a vast array of experience across a variety of roles including; assessing suitability of advice, conduct and risk monitoring and complaints.  I moved to the network In Partnership in 2016, first as a Paraplanner before once again moving to a technical Compliance role where I have used my knowledge to respond to various complex technical enquiries, as well as conduct focused project work.  I recently became a Certified Financial Planner in July 2024 and am now also a Chartered Member with the CISI. 

Don’t give up on becoming a CFP professional!   One simple but vitally important message from this week’s #YourFinancialPlanningMaestro podcast guest.    We talked to Oluwaseun Apta about his journey from joining a graduate program in banking and wealth management, seeing the positive impact on clients of good investment advice, becoming a financial crime specialist.  After doing some research into what CFP meant to clients and other CFP professionals and realising what a positive impact he could have on potential client’s lives if he became a CERTIFED FINANCIAL PLANNER, he worked outside office hours to become a CFP professional and start his own wealth management business.    What a journey it was.  Throughout that journey Oluwaseun was 100% committed and determined to pass the #CISI level 7 case study assessment.    We talk about his entire route to CFP via level 4, level 6 exam and finally, the approach he took to pass the level 7 case study financial plan assessment and become a CFP professional.    We also talked about the impact that his experience had on the way he set up his new business and his approach with clients.    His advice?  Don’t give up – even if you feel like it (and you probably will at some point).  DON’T.  Learning to think through assumptions fully.  It will benefit you in the long run.  Get help – a course and mentor will support you and keep you on track whilst maximising your chances of passing the assessment.    Thank you Oluwaseun for sharing your journey and advice.    Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts.    #CFP #CertifiedFinancialPlanner #FinancialPlanning #CISI #podcast    Oluwaseun Apta bio:  Oluwaseun Apata CFP™, Wealth Manager at Bright Star Wealth Management, is an experienced professional in the financial services industry. In the last 12 years, he has worked with some of the largest financial services firms, namely AXA Mansard, Standard Chartered Bank, KPMG, NATWEST, and Barclays Bank.     Having spent the last 5 years in financial crimes as a contractor, he successfully transitioned into financial planning out of a desire to help people plan towards achieving their long-term financial goals.     Today, he is qualified as a CERTIFIED FINANCIAL PLANNER™ and on a mission to support as many people improve their financial wellbeing and obtain peace of mind.      Seun believes that financial planning, if done the right way, can make a significant difference in people’s lives. You do not need to have millions in the bank before you seek financial advice. Whatever stage you are in life, you can start by laying the right foundation and build on it until you achieve your desired goals.     Seun is married with 2 lovely kids. Outside of work, he enjoys spending time with his family and watching movies.   

Do not underestimate the time commitment to become a CFP pro!  In the first episode of series 10 of #YourFinancialPlanningMaestro podcast we talk to Laura Ripley, Financial Planner at BRI Wealth Management, about her journey to become a CFP professional.  We talk about the importance of:  1. Planning out your time  2. Not underestimating how much time it will take you  3. Not leaving it until the last minute to start – you’ve just got you start somewhere!  4. Obtaining support along the way.  Professional support will make a huge difference but don’t forget about family and friends.  5. Identifying the hurdles in the financial plan creation process  6. Knowing that it’s ok and natural to feel emotional at times – it is all part of the journey of self-improvement.    Congratulations on passing on your first submission Laura and thank you for being open and honest about the ups and downs of your journey.    Laura Ripley bio:  I joined Financial Services in 2007 in a junior role and over the years have gained experience and qualifications in a range of areas. I have a real passion for lifetime financial planning, and I get great satisfaction from helping clients live their best lives. I’m an accredited Retirement Planning Specialist and hold the CFA IMC qualification alongside being a Chartered Fellow of the Personal Finance Society and now a Certified Financial Planner™.   I work at BRI Wealth management as a Financial Planner.     Outside of work I am a keen runner, a (fair weather) cyclist and spend most my Saturdays exploring the local woodland/ countryside with my 6-year-old, Oscar.    If you would like to learn more about becoming a CFP professional in the UK go to our website: www.LockieConsultants.com #CFP #CertifiedFinancialPlanner #CISI #YourFinancialPlanningMaestro #podcast

In this week’s podcast episode, we talk to Ciaran Quinlan CFP™, Paraplanner at Close Brothers Asset Management, about his journey to becoming a CFP Professional following his return to the industry after a career break. At age 25, having passed all his Chartered Financial Planner exams at the first time of asking, Ciaran took the opportunity for a career break to travel around the world. Returning to the UK after a year away, he decided to sign onto Jackie’s course and study full-time on the Level 7 Financial Plan Case Study to ‘ease’ him back into the profession… ‘Ease’ however was a short-lived descriptor of Ciaran’s CFP journey! #CFP #CISI #OnlineCourse #podcast Ciaran Quinlan bio: As well as holding the Certified Financial Planner™ designation, Ciaran is a Chartered Financial Planner with the CII and a Chartered Member with the CISI. Graduating with an Economics degree from the University of Nottingham in 2018, Ciaran first discovered financial planning as a career when researching for his dissertation on ‘Population Ageing’, which focused primarily on the viability of the State Pension in the future and consequently the urgent need for enhanced private pension provision. At age 25, having passed all his Chartered Financial Planner exams first-time, Ciaran took the opportunity for a career break to travel around the world. Returning to the UK after a year away, he decided to sign onto Jackie’s course and study full-time on the Level 7 Financial Plan Case Study to ‘ease’ him back into the profession… ‘Ease’ however was a short-lived descriptor of Ciaran’s CFP journey! Having encountered numerous initial stumbling blocks that required him to restart the case study from scratch several times, Ciaran was delighted to learn in October 2023 that he had passed the case study assessment first-time with a 99% pass mark in the assessment standards. Following on from this result, he is eager to share some tips for a successful submission. Ciaran currently works as a Paraplanner at Close Brothers Asset Management where he started in January 2024 and is enjoying his new role, further developing his skills preparing and writing financial planning reports.

In this week’s podcast episode, we talk to Jane Jones CFP™, Director of Operations at Mackenzie Financial Planning, about her journey to become a CFP professional.  Jane wasn’t fully prepared for what was in store for her and as she puts it, “I was unprepared and thought that I’d just do what I normally do with clients.  I hadn’t realised the scope of the assessment.”    Despite the initial difficulties, Jane overcame those issues and passed on her second submission.    Her approach to studying for level 4 and level 6 exams at the same time whilst running the back-office side of a financial planning business and being mum to three children, is remarkable.  Some critical lessons we explore are:   Know what you’re letting yourself in for!  Do some preparatory work before your case study arrives.  Understand how you like to work and plan your time accordingly.    She also explains what stress-foria is and how it helps her work.  If you are about to apply for your CISI L7 case study this month, this is a must listen episode.    #CFP #CISI #FinancialPlanAssessment #podcast  Bio: Jane Jones CFPTM BA (hons) FPFS: Jane is director of operations at Mackenzie Financial Planning.  She achieved Chartered Financial Planner status and fellowship of the Personal Finance Society in 2022, and recently became a Certified Financial Planner in May 2024.  Jane has worked alongside her husband Paul for almost 15 years, and together they run Mackenzie Financial Planning, a Chartered and Accredited Financial Planning Firm, specialising in providing holistic financial planning in the North West of England.   Jane has a background in paraplanning, and was awarded Paraplanner of the Year at the Institute of Financial Planning Conference in October 2012. She also holds a degree in English Language from the University of Lancaster.  Jane has 3 children, between primary and university age, and is happiest when she can spend time with her children and extended family.  

In this week’s episode we talk to the 2024 CISI L7 case study award winner Kyle Glowacki CFP™, Financial Adviser at Cavendish Ware, about his journey to becoming a CFP professional. Kyle had a more unusual route to completing his CISI L7 case study assessment when becoming a CFP professional; in fact he did the CFP assessment twice over in two different countries! Not because he had to, but because he wanted to. During the interview we talked about: · How he became a CFP professional in South Africa · Why he felt it was important to redo his certification when he emigrated to the UK · How he found the two different countries approaches · His approach to completing his CISI L7 case study financial plan assessment · Which aspects of his financial planning skills have improved by doing the CISI L7 case study assessment · Why you should stop thinking about it and just do it! Congratulations Kyle on winning the CISI L7 award for 2024. We are pleased to have supported you with our Fast Track Course and 1:2:1s along the way to this fantastic achievement. All your hard work has paid off! Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts. #CFP #FinancialPlanning #CISI Kyle is a Certified Financial Planner (CFP) professional and financial adviser at Cavendish Ware in the UK. He first attained his CFP certification in South Africa in 2013 before following the structured pathway to re-certify in the UK. This included earning the Investment Advice Diploma, Certificate in Advanced Financial Planning, and passing the level 7 case study to receive his diploma and UK CFP certification in 2023.  The double CFP qualification showcases Kyle's commitment to the profession. Kyle advises aspiring CFP professionals to start early, consistently work on their studies, utilise external trainers, and manage their time effectively. He recommends setting short-term goals and taking breaks to manage stress during exam periods. Kyle credits the CISI for providing a structured qualification pathway, quality study materials, and a seamless overall experience.  His CFP knowledge has enabled Kyle to progress from paraplanner to financial adviser, providing exceptional service to clients by understanding their lifestyles, goals, and building comprehensive plans to achieve and maintain their desired lifestyles throughout their lives. 

In this week’s episode we talk to Will Oswald CFP™, Financial Planner at Chiltern Hills Financial Planning, about his journey to becoming a CFP professional.  Will had a more unusual route to completing his CISI L7 case study assessment when becoming a CFP professional; he missed a course, did some work on it unsupported and then embarked on a series of 1:2:1s to help create and execute a plan to pass.  As Will’s honest account of what happened shows, having to undo some things and redo others to get his financial plan back on track and ready for submission was no mean feat.  But his determination and positive mindset won through.  During this interview we talk about the ups and downs of his experience, how it is natural to feel overwhelmed at times but getting support and putting strategies in place can help enormously.  We all have a different journey to become CFP professionals and in every case, those I’ve interviewed have explained that it has changed them for the better.  Will’s journey was no exception.  Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts.    #CFP #FinancialPlanning #CISI    Will Oswald CFP™ is a Financial Planner and Director at Chiltern Hills Financial Planning Ltd.   I am a Certified Financial Planner and Chartered Wealth Manager, with a master’s degree (MSc) in Wealth Management, a First-Class Honours degree in Economics and Finance and an Investment Management Certificate. I’ve been working in Wealth Management for over 8 years, working in various roles across Advising, Strategy, Investment Management and Technology.   I help people align their money to meaning. Our approach is all about helping our clients live differently and believe good financial planning is as much about your life as it is your money.  We are true goals-based financial planners, starting by really understanding what's important to clients (before even talking money!), and then we build them a life-orientated financial plan. This involves using cash-flow modelling to show whether their goals can become a reality and if they're not, how we can help them get there, with an emphasis on actionable, easy-to-implement advice. We offer a complete approach and advise on everything from investments, pensions, estate planning, tax-advantage investments to protection.  Growing up in Devon, I enjoy living an active lifestyle and spending most of my time outdoors. I can be found appreciating great food and travelling with friends and family, keeping fit, teaching myself Spanish or supporting the Exeter Chiefs rugby team.   

In this week's episode we talk to Angela McAfee CFP™, about her journey to become a CFP professional. Angela shares her journey from studying a degree in architecture to CFP professional and how she, like many, seem to fall into the financial planning profession. During the interview we talked about: * How her next-door neighbour helped her switch into financial advice * Why she studied with CISI instead of CII * The jump between level 4 minimum advice requirements and the CFP * The vital tips and advice for those thinking of embarking on their own journey to become a CFP professional Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts. #CFP #FinancialPlanning #CISI Angela McAfee Bio: Angela's career in financial services has spanned circa 17 years, during which she has amassed a wealth of experience across a range of roles with local firms in Northern Ireland, in an outsourced capacity and with National firms. Self-driven, she sought CISI's Level 7 Diploma in Advanced Financial Planning as a Paraplanner as she was keen to be on a similar knowledge level as the Advisers she was working with. Outside of work, she leads a busy family life with 3 children and 2 dogs. They are embarking on their second self-build campervan to continue their off-grid travel aspirations.

In this week’s episode we talk to Graeme Smith CFP™, Financial Planner at Miln Craig, about his journey to becoming a CFP professional. He talks about his journey from mortgage adviser to wealth manager to embarking on the CFP and then finding out what financial planning was all about! Some of the key things that were important for Graeme during CISI L7 case study assessment were: Approach to the case study – it’s natural to feel overwhelmed at times, so having a plan on how to tackle it is vital. Don’t go it alone – get help. It will save you time, money and stress! Plan extra time at the start of the process to really get to know your clients. Your excel skills will be taken to the next level – that’s nothing to be afraid of as it will help you to better understand the software you use at work. Your client meeting skills will improve no end. It’s not an easy thing to achieve, but it is worth it! Listen now by searching #YourFinancialPlanningMaestro on YouTube or wherever you stream your podcasts. #CFP #FinancialPlanning #CISI Graeme Smith bio:  I have worked in financial services since 2006. I currently offer Independent Financial Planning advice to both personal and corporate clients. I have experience as a senior adviser in large firms including as a wealth manager for high-net-worth individuals within a large Private Bank. I hold advanced qualifications in Financial Planning, Wealth Management and Pension Advice.  I am an Associate member of the Chartered Insurance Institute (CII) and hold the title of Chartered Financial Planner (RQF level 6) with them. I have also recently completed the RQF level 7 Certified Financial Planner (CFP) qualification through the Chartered Institute for Securities & Investment (CISI). The CFP certification is recognised globally as the gold standard for financial planning professionals. 

How to decide what you want from an employer. In the first interview of the new series we talk to Hetty Hyde-Durrant CFP™, financial planner at Broadway Financial Planning.Hetty shares her remarkable journey from back-office investment admin to CFP professional in just two years. We talk about the wider network of friends and family that support us in our studies, her individual ups and downs during her journey to become a CFP professional. Hetty also shares lots of tips and insights for those thinking about embarking on the CISI level 6 exam or the level 7 case study assessment soon. Hetty Hyde-Durrant bio:  Hetty began her role as a Financial Planner in October 2022.  She has an MSc in Economics and Public Policy from the University of Bristol and has since completed the qualification to become a Certified Financial Planner™.  Outside of work she loves to travel with her fiancé, going to music festivals with friends and exploring local pubs to find the best Sunday roast! She also attends CrossFit classes most days which she says keeps her mentally and physically fit and healthy.     

In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables! This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP professional in the UK. Chris Wicks bio: Chris is a specialist adviser with 38 years’ experience for those undergoing major life changes- bereavement, retirement, redundancy, business exit and expatriates leaving and returning to the UK. He also was a CFP case study assessor for Institute of Financial Planning case study assessment and Chartered Institute for Securities and Investment (CISI) level 7 case study financial plan assessment for over 15 years. Additionally, in January 2024 Chris also became a course instructor for Lockie Consultants and supports those embarking on the CISI L7 case study financial plan assessment courses.

In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables! This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP professional in the UK. Chris Wicks bio: Chris is a specialist adviser with 38 years’ experience for those undergoing major life changes- bereavement, retirement, redundancy, business exit and expatriates leaving and returning to the UK. He also was a CFP case study assessor for Institute of Financial Planning case study assessment and Chartered Institute for Securities and Investment (CISI) level 7 case study financial plan assessment for over 15 years. Additionally, in January 2024 Chris also became a course instructor for Lockie Consultants and supports those embarking on the CISI L7 case study financial plan assessment courses.

In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their experience with more than 35 year combined assessment knowledge, are you non-negotiables! This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP professional in the UK. Chris Wicks bio: Chris is a specialist adviser with 38 years’ experience for those undergoing major life changes- bereavement, retirement, redundancy, business exit and expatriates leaving and returning to the UK. He also was a CFP case study assessor for Institute of Financial Planning case study assessment and Chartered Institute for Securities and Investment (CISI) level 7 case study financial plan assessment for over 15 years. Additionally, in January 2024 Chris also became a course instructor for Lockie Consultants and supports those embarking on the CISI L7 case study financial plan assessment courses.

In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their experience with more than 35 year combined assessment knowledge, are you non-negotiables! This mini series of podcasts is packed full of help, advice and tips to ensure you are on the road to successfully passing the CISI L7 assessment and becoming a CFP professional in the UK. Chris Wicks bio:  Chris is a specialist adviser with 38 years’ experience for those undergoing major life changes- bereavement, retirement, redundancy, business exit and expatriates leaving and returning to the UK.    He also was a CFP case study assessor for Institute of Financial Planning case study assessment and Chartered Institute for Securities and Investment (CISI) level 7 case study financial plan assessment for over 15 years.    Additionally, in January 2024 Chris also became a course instructor for Lockie Consultants and supports those embarking on the CISI L7 case study financial plan assessment courses. 

Professionally lonely! That’s how the late Paul Etheridge used to describe financial planning sole practitioners. He went on to explain that not having anyone to work with on a regular basis can make us feel a little isolated but also, as financial planners, we need to be able to challenge ourselves and others in order to do better and be better financial planners. In this week’s #YourFinancialPlanningMaestro podcast we talk to Greg Cooke, a sole practitioner at Polaris Wealth, about his journey to become a CFP professional, how it challenged him and how he is changing the way he works because of it. This episode is particularly relevant for those starting out in business on their own or who are planning on doing so in the future.   #CFP #YourFinancialPlanningMaestro #podcast    Greg Cooke bio:  I am a Chartered and Certified Financial Planner running my own firm, Polaris Wealth Management Ltd. I have been advising clients for just over ten years now and started my own firm in 2015. I started off in the industry advising clients on their mortgage and protection needs, but now provide advice on all areas of personal finance. Whilst I still provide mortgage advice, my practice is now very much focused on providing long term financial planning to our clients and their families.      I am passionate about continuous development and always looking to learn and improve my skills as a planner. Last year I completed the CFP and I have since enrolled on a coaching course led by a highly respected financial planner. Aside from the CII & CISI qualifications mentioned, I have a degree in financial services and hold the Investment Management Certificate from the CFA Society.      Outside of work my main hobby is walking. I live on the edge of the Peak District with my long-term partner Cathy. We try to walk most days, but life sometimes gets in the way.   

In this week’s #YourFinancialPlanning Maestro podcast we talk to Oz Shtrosberg CFP™ from MAG Financial Services about his journey to become a CFP professional.   This is a fascinating conversation about how financial advisers need to shift their mindset to become CFP professionals.  Oz talks through the various aspects of the process to complete his financial plan for the CISI L7 assessment, where he was challenged and how it made him reconsider his approach to the assessment.   We also discuss what aspects of the business he went off and changed straight away!   #CFP #YourFinancialPlanningMaestro #podcast Oz Shtrosberg bio: Oz Shtrosberg CFP™ is a Financial Planner at MAG Financial Services Ltd.    He studied Economics at Manchester University and went on to complete a MSc in Management. Following a career as the Marketing Director of a successful hair care distributor, Oz came back to his roots and passion for financial planning, joining MAG Financial Services in early 2015.    Oz provides his clients with Lifestyle Financial Planning, initially spending time getting to know his clients, their goals, and aspirations, before working together to build a suitable plan to reach those objectives. He has a keen interest in behavioural finance and believes this enhances the value he can give clients. He will often be heard stating that managing people's emotions surrounding finances is as important, if not more so, than managing their finances.  

In this week’s #YourFinanciaPlanningMaestro podcast we talk to Natalie Norman Certified and Chartered Financial Planner at Blake Brooke Financial Advice Ltd.    Natalie shares her eventful journey to becoming a CFP professional.  Everyone’s path is different but commonly it is a bit of a rollercoaster! Natalie shares her feelings of being overwhelmed initially along with how she overcame them to be successful.    Natalie embarked on the CISI level 7 case study, the final part of the CISI CFP pathway, without support initially.  But after being unsuccessful, she found the support she needed to rectify her financial plan and pass.      We also talk about what difference the whole process has made to her business as well as the aspects that have helped her improver her approach to client meetings and the advice that flows from them.    Natalie Norman’s bio:   I’m a Certified and Chartered Financial Planner at Blake Brooke Financial Advice Ltd, based in East Leake, near Loughborough.     I work with clients around the country to allow them to live their best life now and in retirement. Prioritising their needs, we work together to create a financial planning roadmap to ensure they remain on track to achieve their goals and objectives. I offer face to face advice in all areas of financial planning, including retirement planning, tax planning, inheritance tax planning, life and critical illness cover and savings and investments.     When I’m not working, I enjoy spending time with my husband and three children and our wider family. I also enjoy exercising at the gym and running a couple of times a week to maintain my fitness. 

In this week's podcast we talk to Dan Boden CFP™, Managing Director of Abode Financial Planning, about his interesting journey to become a CFP professional. We discuss his approach, his struggles and what he did to overcome them. We also discuss the important and often unreported positive impact that gaining CFP can have on a business and the client experience proposition. Daniel Boden bio: Daniel is dedicated to helping clients and their families secure healthy financial futures.  He has a calm approach and takes time to demystify financial matters. Providing peace of mind is always at the forefront for Daniel as he works with you to plan the future you envision.  He has over 10 years’ experience working hand in hand with clients as a trusted adviser as they design and secure their financial goals. He has advanced qualifications in tax and pensions advice and holds the highest designation with two governing bodies; the Chartered Insurance Institute (CII) and the Chartered Institute of Securities and Investments (CISI).  Daniel is an ex-rugby league player, but these days it’s his three young daughters keep him active. Family time is precious to Daniel and he enjoys all the new experiences that fatherhood brings. 

In this week’s #YourFinancialPlanningMaestro we talk to Dani Nicholls CFP™ Senior Paraplanner at Cooper Parry Wealth, about her journey to becoming a Certified Financial Planner.   We talk about how working in a positive supporting environment that supports their team through to gain their CFP certification was a big help in setting high expectations.  Her employers have also built a strong support network and walk the talk, all of which made life a little less stressful for her.   In this episode we talk about her approach to the CISI Level 7 case study financial plan assessment, how it challenged her thinking as wellas the impact on her work going forward.   This episode is a must for employers who want to support their teams better.  Gains like these can encourage team members to come forward with ideas of improvement in the business and create a more supportive and forward-thinking culture.   Dani also offers lots of tips to those about to embark on their own journeys to become CFP professionals.   #CFP #Employers #Tips Dani Nicholls bio: Dani started working in financial services in 2012, mainly in a paraplanning role. Having achieved Chartered and Fellowship status with the CII, she decided to undertake the CFP to challenge herself further. Although coursework isn’t something that comes naturally, Dani persevered and was successful completing the qualification in 2023. Now she hopes to help guide others through the process by sharing her own experience.    

In this week’s #YourFinancialPlanningMaestro podcast we talk to Anick Sharma CFP™, Financial Planner at Mercury Wealth Management. He shares his journey to becoming a CFP professional in just four years from entering the profession.We talk through his structured approach to studying and the sacrifices he made along the way. He offers important insights to the financial planning business owners of today and tomorrow and discusses the importance of supporting your teams and working in the right environment where all roads lead to comprehensive financial planning. Whether you are embarking on a career in financial planning, starting your journey to become a CFP professional, own a financial planning firm, or aspire to own one in the future, this episode is packed with lots of helpful tips and advice. #YourFinancialPlanningMaestro #podcast #CFP Anick Sharma bio:  Having completed his MSc and published a postgraduate research white paper, Anick gained experience at another Financial Planning firm before moving to Mercury Wealth in May 2023. He is a Fellow with the Chartered Insurance Institute (Personal Finance Society) and a Certified Financial Planner, having achieved both in around four years. These qualifications are considered the gold standard across two professional bodies and were attained at an early stage of Anick's career, highlighting his exceptional dedication and aptitude.  Anick is passionate about connecting with clients and embarking on a collaborative journey to understand what they really want out of life. By understanding this, Anick ensures that their Financial Plan is tailored to their unique goals.  In his spare time, Anick enjoys being outside and active. He also loves to travel abroad as often as possible. 

In this week’s episode we talk to David Henry CFP™, Financial Planner at Sylva Financial Planning, about his journey from wealth manager to financial planner.   It is a fascinating discussion about the differences between investment management and financial planning and what drives people to change.   David passed his CISI Level 7 case study financial plan assessment on his very first submission – you get up to three.  That demonstrates that there is quite a lot of overlap between investment management and financial planning, but what he hadn’t fully appreciated was that embarking on the CFP certification would help him realise what parts of the advice process he enjoyed the most and ultimately that changed the direction of his career.   Being a wealth manger by the US definition is financial planning PLUS discretionary investment management.  This podcast episode shows clearly how those to complement each other. David Henry bio: Following successful completion of the CISI Level 7 Diploma in Advanced Financial Planning, David Henry CFP™ has recently taken the step to move into financial planning by joining Sylva Financial Planning as a financial planner.  This follows a twelve-year career in discretionary investment management with Vestra Wealth and latterly, Quilter Cheviot.     Along the way he has helped hundreds of households to manage their affairs and has developed a passion for helping clients to make the most of their money.  He is passionate about improving financial literacy, and particularly enjoys writing about investing and personal finance.  You can find his blog at themoneyden.substack.com  

In the first episode of the seventh series of Your Financial Planning Maestro podcast we talk to Fiona Bolt CFP™, owner of Cameron Jones Financial Management.   Fiona shares her journey to become a CFP professional – and it was quite a journey!   Along the way she encountered the dreaded excel spreadsheets but overcame those and now reflects on an overall positive experience but also one that has made her a better financial planner too.   This is an honest and humorous conversation, packed with lots of help and tips for those wanting to become CFP professionals in 2024. Fiona Bolt bio:  I have worked as a Financial Planner for 18 years in Devon following a career in Marketing with BT based in Aberdeen and London. Previously working as an IFA in Exeter, I was delighted to be invited to join St. James's Place in November 2017 and opened offices on Exmouth Marina in February 2018. As a goals based Financial Planner, I help clients to develop their plans to meet their aspirations and goals. Using Cashflow modelling helps them to visualise their futures at different life stages.  I work with other Professionals, Business owners and Private clients, focussing on Pension and Retirement planning, Pensions on Divorce, Investment and Tax planning and how to ensure wealth is passed on down through future generations..  Having attained the SOLLA accreditation as a specialist Later Life Adviser, I help families and clients, who can be at a vulnerable time in their lives. This ranges from giving guidance about steps to take when looking into Care costs and allowances available, to helping construct plans to ensure monies are going to be available to cover the future costs of care, whether at home or in registered care homes.  Delivering seminars for women in business and highlighting the importance of Pensions and building Investment knowledge is important to me. As is helping children to learn the importance of learning about money.   As a business, I like to ensure we give back to the local community through a range of sponsorships and Charitable donations. Currently we are proud sponsors of the Withycombe Ladies Rugby team, East Devon Golf Club Juniors and Budleigh Salterton Bowls Club.  I remarried in 2020 and enjoy playing golf at East Devon Golf Course with my husband, Nigel. We also enjoy sailing and making passages to all the beautiful towns along the South Devon and Cornish coasts. We have adult children between us, some still at Uni, and like to visit and support them.      

In this Christmas Special episode we talk to Dante De Gori CFP®, CEO of Financial Planning Standards Board Ltd. (FPSB). The FPSB is the global standards setting body for the international CERTIFIED FINANCIAL PLANNER™ Certification which is licensed in 27 territories around the world and boasts over 213,000 CFP Professionals worldwide. In this episode we talk about the new Financial Planner Competencies that were released in April 2023. These will affect all CFP awarding bodies around the world, including hte CISI in the UK. All bodies have until 1 Jan 2025 to implement these changes. The major addition is that of behavioural finance. But it not just intended that all CFP professionals learn more about the theory but we also need to demonstrate how our awareness helps us moderate our behaviours to enable better client outcomes. Dante's bio: Dante De Gori, CFP®, is the Chief Executive Officer of the Financial Planning Standards Board Ltd. (FPSB), the nonprofit standards-setting body for the global financial planning profession and owner of the CERTIFIED FINANCIAL PLANNER certification program outside the United States.   Prior to this, De Gori served as Chief Executive Officer of the Financial Planning Association of Australia (FPA) – the financial planning professional body in Australia and sixth largest Affiliate within the FPSB Network. For six years, he led teams focused on standards, certification, education, events, advocacy and consumer awareness, and made exceptional contributions to the Australian financial planning profession through a period of tremendous reform to help raise education and professional standards.  A proud CFP professional, De Gori is passionate about advancing the profession of financial planning and supporting CFP professionals around the globe. He has served on several FPSB committees and working groups, including as chair of the Council and chair of the Chief Executives Committee (CEC) from 2018 to 2021. In early 2022, De Gori joined FPSB as Head of Stakeholder Engagement.   De Gori has more than 20 years of experience in the financial planning profession. He’s worked in various senior roles within financial planning and compliance at ClearView Financial Management, Zurich Financial Services, Asteron Life and Suncorp Bank. He also spent six years as General Manager, Policy and Government Relations at FPA Australia before being named CEO. De Gori also served as Director of the Future2Foundation, the charity foundation of the financial planning profession in Australia, from 2016 to 2021.    De Gori was recently awarded the Association Influencer of the Year 2022 by the Australasian Society of Association Executives (AuSAE). He holds a Bachelor of Commerce (finance and marketing), a graduate certificate in politics and policy, a diploma in financial planning, has completed the Australian Institute of Company Directors Course (2021), and is currently completing a Master of Laws at the Australian National University.   De Gori is a proud husband and father who dedicates his life to the four F’s: family, food, football and financial planning. 

In this week's episode we talk to Rachel Howard CFP™, Director at Rachel Howard Wealth Management, about why she embarked on her CFP certification. We talk about her inspiring journey and the struggles she overcame to become a CFP professional. Rachel shares her honest do's and don'ts when it comes to preparing for and completing the CISI L7 case study financial plan assessment. This episode is packed full of helpful advice and tips for those starting their CISI L7 case study as well as some great business expansion tips for those looking to attract more clients. Rachel Howard bio:  Rachel is a highly motivated, enthusiastic individual and is driven to succeed but without compromise delivering a first-class client experience. Rachel has 35 years’ experience in the Banking industry, 12 of those in Senior Leadership roles including Directorship. Rachel decided to channel her experience and set herself a new challenge with St. James's Place as a Partner of her own Practice, Rachel Howard Wealth Management. Rachel has now achieved Level 7 Chartered Fellow status.  Rachel has vast experience with individuals and businesses looking for a personalised service aiming to achieve financial goals. Rachel's focus is upon maintaining long term trusted relationships with clients demonstrating quality, integrity and excellence. Rachel specialises in Investment planning, Retirement planning, Inheritance tax planning and wealth protection - helping to change clients financial lives for the better. 

In this week's episode we are back talking to CFP professionals who have recently passed their CISI L7 case study financial plan assessment and gained their CFP certification. Just two years ago Jamie Little CFP™was in the heating engineering trade managing a team of plumbers working on building sites. In this interview we talk about how he transitioned to becoming a financial planner, why he decided to change, how he went about it and why he continued on to become a CFP Professional. This is a must listen episode for anyone thinking of joining the financial planning profession. Jamie Little bio:  Jamie joined Bailey Cook in September 2021 in his first role in Financial Services, having gained the Level 4 Diploma Certificate in Personal Financial Planning.   Through further study and exams and gathering day-to-day practical experience of working with our clients, in January 2023 Jamie achieved his ambition of becoming a Financial Planner within the business. In addition to this, he has now gained the qualification of becoming a Certified Financial Planner (CFP).  Jamie is married to Charlotte with whom they have a son, Jonas and a daughter, Nola. 

In this week's podcast we are changing tack and talking to a social media expert, Lindsay Chree, owner of Chree8 Social Media, about how to make social media work for your business. We cover the following things: 1. What platforms are best for different client groups 2. How to design a social media strategy 3. Business v personal LinkedIn accounts 4. Sales tactics to attract clients 5. What affects the visibility of posts 6. How to deal with negative comments or reviews This is a fascinating and highly useful episode for those who want to attract and engage with clients using social media. Lindsay Chree bio: I am Lindsay Chree and I run Chree8 Social Media. Lindsay is a marketing professional with over two decades of experience. She specialises in helping businesses boost their online presence and engage with customers through social media and Facebook ads, with strategies, training, audits and platform management.    Website: chree8.com  Book a discovery call here: https://chree8.com/book-a-discovery-call/  LinkedIn profile: https://www.linkedin.com/in/lindsaychree/   

In this week's episode we take a different tack and look at how you can grow your business AND be present with loved ones in your personal life. Many of our listeners are entrepreneurs building financial planning businesses whilst maintaining a healthy life outside work. In this episode we talk about the LIFT strategy that Travis teaches to help with all this, namely: Live your values Ideal your calendar Family support Teamwork We also talk about business niche and how to tell the world about your services. This episode is a must for all entrepreneurs. Travis Parry bio:  Dr. Travis Parry is the author of two #1 Bestselling books, "Achieving Balance" and "Balanced Growth". He earned a joint PhD in Family Relations and Human Development, to root out the vital principles of balance, from a family and individual perspective. Travis is the founder of the Make Time Institute which has helped thousands of business owners in all 50 states to grow balanced businesses. He is an international keynote speaker and the host of the Balanced Growth Show, a Feedspot Top 25 Podcast. However, his greatest accomplishment in life is husband to his wife of 20 years and father to their 8 amazing children.    www.achievingbalancebook.com  www.maketimeinstitute.com 

In this week's podcast episode we talk to Matt Greer CFP™, Financial Planner at Navigate IFA about his journey to gaining his CFP certification. We talk through the process that Matt used with his CISI Level 7 case study and the issues he faced along the way. Perhaps most importantly, we discussed the areas of the business that have been changed to make a positive impact on the client experience proposition. Matt Greer bio: Matt has been in financial services his entire working life, starting out in a high street bank before moving into pensions and wider financial advice. He specialises in working with pension schemes, particularly quirky old schemes that can be difficult to understand and is passionate about delivering proper financial planning that helps clients map out their future goals – and achieve them.  In 2021 Matt embarked on the rigorous process of achieving Certified Financial Planner status, which is the globally recognised gold standard for financial planning qualifications.  Matt is married to Victoria, and they have a daughter Joni (and another on the way) and a rescue greyhound called Jessie. Outside of work, Matt’s main hobby is running. He is currently training for his first marathon in Belfast in 2024!