NGP #18 – Bill Winterberg on the trends he is seeing in Technology and Financial Planning in the US
Things Adam discussed with Bill:Bill’s backgrounds as a financial planner and a business ownerThe...
01:00:19
NGP #17 – Mark Polson on Platforms Present & Future
Show Notes:The Lang Cat – http://www.langcatfinancial.co.uk/Mark Polson Twitter –...
58:44
NGP #16 – John Dashfield on having the right mindset to build client trust
Things Adam discusses with John:His background in Financial ServicesWhat he sees in successful...
01:04:07
NGP #15 – Ellie MacDonald on PR Tips and Tricks for Financial Planners
Maccomms website – http://www.maccomms.net/Ellie MacDonald Twitter –...
32:22
NGP #14 Carl Richards on bringing entrepreneurial spirit into Financial Planning
Things Adam discussed with CarlCarl’s brilliant story about how he got into financial planningHow...
01:02:00
NGP # 13 Chris Davies on using behavioural finance insights to engage with clients and prospects
Things Adam discussed with Chris:Chris’s background in financial servicesChris’s view on...
52:19
NGP #12 – Steve Martin on his Financial Planning journey
Things that Adam talks to Steve about:Steve’s background and how he setup his firm, Smart...
53:56
NGP #11 Dominic Colenso on how an Ex Thunderbird became a communications expert
Things that Rohan discusses with DominicWho does Dominic work withWhat are the skills he believes...
38:33
NGP #10 – Bridget Greenwood on how to get results from Social Media
Things I discuss with Bridget:How she ended up in Social Media for FSThe trends that she is...
49:08
NGP #9 – Gareth Thompson on how to build an awesome financial planning website
Things I discuss with Gareth:Why he works 95% with Financial ServicesHow to stand out with your...
43:12
NGP #8 Jason Butler on building a financial planning firm and selling it to his team
Things I discuss with Jason:How he entered Financial Planning and how he built BloomsburyHow...
59:10
NGP # 7 – Jess Wood on both sides of the Financial Planning Recruitment Dilemma
Things I discuss with Jess:Jess’s background in financial servicesThe current trends she is...
53:12
NGP #6 – Pete Matthew on Building a Financial Planning business online and offline
Things I discuss with Pete:His career to date and the growth of meaningful moneyHow he bought...
54:58
NGP #5 – Jan Bowen-Nielsen on using Coaching to win the Trust of Clients
Things I discuss with Jan:His experience of financial advice and advisersWhat is business...
37:12
NGP #4 Phil Bray on how to build your online presence and attract clients
Things I discuss with Phil:How he entered the world of financial adviceWho are Sense and what is...
44:09
NGP #3 Chris Budd on building his financial planning business
Things I discuss with Chris:How Chris started his businessHow Chris charges his clients...
49:32
NGP #2 – Gavin Bell on using Facebook Ads to reach your potential customers
Things I discuss with Gavin:How Gavin became an expert in Social MediaHow Gavin launched his new...
32:01
NGP #1 – How Martin Bamford created a personal brand in a family firm
Things I discuss with Martin:How did he enter Financial ServicesHow did he progress to Managing...
30:29
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