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...
01:20:21
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...
01:20:21
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...
01:12:35
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...
01:00:51
Financial Life Coach Podcast meets Alasdair Walker
Book recommendations: Thinking Fast and Slow - Daniel Kahneman Misbehaving - Richard Thaler...
01:04:31
David and I discuss How he moved his Lifestyle business to a “proper business” The help he...
01:10:55
Financial Life Coach Podcast meets Jessamy Walker
Jess and I discuss How she transitioned from an IFA to a financial planning business owner...
01:11:45
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...
01:10:18
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...
01:03:10
When you shouldn’t try to compete with SJP and the banks Why a failed startup was the best...
01:16:41
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...
01:13:35
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...
01:45:58
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...
01:14:00
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...
53:40
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...
01:04:28
Why Neil would always address the burning issue first ‘Why tell me why you are here’, is the...
01:07:15
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...
01:04:41
Benefits of financial education seminars Why being Chartered and holding the Fellowship is...
01:02:11
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...
01:12:59
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...
01:09:27
¿Qué es el autismo?
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The RUMPette 04
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Los colores en tu vida
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What Are You Stewarding?
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