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Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career ...
 
EFP offers an in-depth and sophisticated solution for reporting & analysis, consolidation, budgeting, and dashboarding to complement your use of ERP system. EFP strikes a unique balance between offering heavy weight FP&A features and ease of use. Its non-compromising approach to performance and usability ensures the finance team has a unified solution they can depend on. From powerful drill to journal, no coding dashboard setup, superior report formatting options, sensible budget workflow, a ...
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
Have you ever wondered what it is like to work for a firm of Chartered Accountants and Financial Planners, or perhaps you are looking at taking that career path. Our careers series of podcast looks at exactly that as we hear from those that work at Lovewell Blake and their journey's on how they joined the firm to how they have trained, qualified and been promoted! We have also created podcasts about digital accountancy platforms, networking and more. There is something new coming all the tim ...
 
This podcast is for professional investment advisors and financial planners looking to keep up with industry topics and practice development. Episodes will be on topics like technology, marketing, new regulations, practice management, and we can't forget about compliance and other issues relevant to our industry. We're going to have guests on this podcast who are industry experts. We're also going to have other professionals like you running their own investment, management, or a financial p ...
 
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In this weeks episode Sam is joined by Mel Abplanalp from Buckingham Gate Chartered Financial Planners. Mel is the head of operations at Buckingham Gate, she has had an unconventional but incredibly important career journey that has led her into this, the perfect role for her skillset and personality. Mel has jumped around a little bit in her caree…
 
I’m excited to welcome Adam Scherer on the podcast. He is a CFP and EA as well as having two masters degrees including in personal financial planning. In addition to running his own RIA, Adam has been a professor teaching CFP curriculum for many years. One of his primary current roles is as Vice President of Product Development and Innovation at Th…
 
Working in finance can be exciting and rewarding, but it has its share problems. Although most businesses recognize the importance of data integrity and accuracy, they also face a mounting challenge in managing their financial data's increasing volume and complexity. Instead of just working more, today’s finance professionals need to find a way to …
 
Today's guest is Dave Robinson. Dave is a Chartered Financial Planner for Centurion Financial Planning, and it's IFA or the Highway with Dave! Pre warning, this is a long episode but well worth it. We talk about the importance of IFA and why there needs to be an IFA academy. We dive into Dave Robinson's past, and how he got into financial planning …
 
This week we celebrate the launch of Financial Planner Life – Fintech, where we showcase some of the most innovative technology that helps improves the Financial Planning experience for Financial Planners and their clients. Sam Oakes is pleased to welcome back Ben Mason the CEO of Kinherit a Wills and Trust onto the podcast to talk about their one-…
 
On the podcast today Sam speaks with Chris Dames. Chris is a chartered adviser and the owner of a company called Cervello which he's been building over the last 12 years. Chris has an infectiously happy character and is brimming with kindness. So much in fact that the spill over goes into a podcast he hosts called The Kindness Project, which today …
 
I’m excited to welcome Adrienne Ross on the podcast. She is a CFP, ChFC, and AFC as well as the founder of Clear Insight Financial Planning based in Washington state. Adrienne shares her personal journey as a young military spouse discovering personal finance to de-mystify the whole process. As she learned she shared her knowledge with other milita…
 
According to polls, one of the primary goals of finance managers is to enhance their planning and forecasting. Despite technology developments, budgeting and forecasting remain significant issues for many firms, regardless of size or industry. Businesses require a financial budgeting system to keep tabs on corporate spending and generate accurate i…
 
The budgeting process is fraught with various significant challenges, including the need for an unusually long time to establish budgets and inaccurate budgeting. In this article, we'll explore in greater depth the different budgeting challenges and how a corporate budgeting software like Epicor Financial Planner can help.…
 
Hannah Whiteley is a Financial Planner who attributes her success in the Financial Adviser profession to a disciplined approach of habitual self-development and self-care. In this episode Elena and Hannah discuss how they build positive mindsets and give insights into their daily practices of gratitude and meditation. We hear how implementing this …
 
Nancy Bleeke joins the podcast to talk all about the power of sales in one of my favorite recent conversations! While she’s always been entrepreneurial, finding a passion in sales was never the plan. Who would ever want to be “in sales”? she thought. Yet, she found her calling helping people who also never saw themselves in sales, succeed in sellin…
 
Today's guest on the Financial Planner Life Podcast is Laura Moore, a certified Financial Coach, Financial Wellbeing speaker and host of the popular podcast, Mind Money Soul. If you’re thinking you may have seen her elsewhere then you’re right. As well as guesting on a multitude of other financial podcasts, YouTube shows, workshops, and working wit…
 
When it comes to "holistic financial planning," financial advisors are increasingly relying on cutting-edge and easy-to-use financial-planning software.Companies looking to be more innovative today will find that the ability to plan and analyze one's financial resources successfully is essential. Finance and accounting (FP&A) professionals' primary…
 
By 2024, Fortune Business Insights predicts the accounting and financial software market will grow to $416.23 million.You can find various online financial management systems: robust financial reporting software, reliable budgeting & software, or one that covers both. Identifying your top priorities can help you choose the best application for your…
 
This week Sam is joined by Chartered Fellow and Financial Planner, Emma Hall from 75point3. In this episode, we hear about Emma’s career journey within the financial planning profession, knowing nothing about financial planning and coming from working-class family background, Emma was the first female in her family to go to university where she stu…
 
Today on the podcast we welcome Brian O’Neill; CFP, and founder of Winged Wealth Management and Financial Planning. Brian launched his firm in early 2021 after retiring from the Air Force with a specific focus on working with military pilots. Brian flew F-16s and F-35s while on active duty, served as Weapons School instructor, and commanded in vari…
 
James Shipp, Marketing Partner at Lovewell Blake sits down with Rebecca Campbell an Audit senior with the firm to discuss networking and events. They talk about how they have changed, who should attend and why they should attend. Rebecca successfully set up her own networking event, the Future of Women in Business and discusses her own experiences.…
 
This week Sam is joined by two guests, Paul Bradley, Founder of Chiltern Hills Financial Planning, is back on the show and he’s brought along Carl Richards. Carl is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times for 10 years. In addition to writing, sketching, and podcasting, he is a frequ…
 
*World Mental Health Awareness Day Special * This Week I'm joined by Gavin Thorpe one of the Co-Founders of Talk Club the men's mental fitness charity. we take look into the excellent work they are doing. Talk Club is our charity of choice at the financial planner life academies, 5% of the turnover of donated to Talk Club. How are you? Out of ten? …
 
This week Sam is joined by Rory Albon, financial planner at Lyndhurst Financial Management Ltd. Rory is a second career-ist and today he shares his story of how he got into the financial planning profession. He left a decent career at Amazon and took a pay cut because he saw the long-term benefits that a career in financial planning could offer him…
 
Today on the podcast we welcome Stacy Livingstone-Hoyte; personal finance counselor, coach and founder of Financial Care Today. Over her financial life and career she’s had a variety of experiences including understanding money as an immigrant to the US, working in a variety of wirehouses, broker dealers, and insurance companies. There was a lot to…
 
Norm and Norma consider buying free and clear rental properties with all cash. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0024/ Or, check out all of Norm and Norma's episodes: https://RealEstateFinanc…
 
Matthew Crabtree a trainee accountant from the Great Yarmouth office of Lovewell Blake recently sat down with Edward Bott, Talent and Brand Coordinator to discuss his journey from work experience to a trainee accountant. Matthew discusses attending the insight evenings, assessment days and his first experiences at Lovewell Blake, he even gives his …
 
This week Elena is joined by Joseph Obeng, financial planner at Q Wealth. Joseph shares his unique and inspirational story of how he got into the financial planning profession. Although he felt like he didn’t belong, he put himself out there, started conversations with strangers (literally, one was on a train!) and this strategy opened doors for hi…
 
Welcome to the Financial Planner Life Academies where we take a deep dive into the entry-level opportunities and advice academies that are out there to make it easier for you to enter the profession of financial planning. Today in episode 2 of The Financial Planner Life - Academies Sam Oakes is joined by Gee Foottit from the St James's Place Financ…
 
This week Charlie is joined by Tom Jaffrey from Blackfinch Group, investment specialists working towards a more sustainable world. Founded on evolutionary principles, Blackfinch work to provide the strongest possible solutions for their customers offering products and services for investors in almost any situation. Today Tom talks about how Blackfi…
 
This is the second part picking up from our last episode with Sean Gillespie of Redeployment Wealth Strategies so if you haven’t listened to that episode first, stop and go ahead to do that first. For everyone else, I love hearing Sean’s passion in this episode as he and Paul Allen decided to join forces, the evolution and growth in both clients an…
 
Norm and Norma consider doing fix and flips and then investing that money in rental properties. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0023/ Or, check out all of Norm and Norma's episodes: https:/…
 
For a long time, companies believed that only large and multinational companies needed a solution for centralized financial management. However, this perspective has shifted now that many SaaS companies offer feature-rich on-premise or on-cloud financial planning software. In this audio article, we’ll look into some reasons why small and medium-siz…
 
Nathan Bowden and Matt Lebron from the Bury St Edmunds office at Lovewell Blake, recently spent some time talking about all things digital. Join them as they discuss the risks to not adopting technology, making sure your business is futureproof and the importance of utilising staff who like and understand technology.…
 
This week Sam is joined by Kris Mason, financial adviser for Bentley Brown & Co Ltd. Kris actually prefers to refer to himself and as financial wellbeing planner so we dig a little deeper into this today talking about why Kris thinks that financial planning and our overall wellbeing are so intertwined. Kris also shares with us his career journey in…
 
Norm and Norma consider doing fix and flips and then investing that money in the stock market. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0022/ Or, check out all of Norm and Norma's episodes: https://…
 
Being competitive requires businesses to make wise financial decisions. Additionally, it ensures that companies use their time and money wisely for tasks that add value. Understanding what needs to be improved in their daily responsibilities is greatly aided by streamlining the financial closing process and obtaining more accurate data. This audio …
 
This week Elena is joined by Bryce Clark, client services administrator at Wellington Wealth. Today we talk about the importance of the administrator role to a business and your personal development. In Bryce’s opinion this is a great way into the profession if you want to become a financial planner. We also talk about Bryce’s Instagram account ‘Cl…
 
In this first part of a two-part episode, I am talking with Sean Gillespie who is the co-founder and partner at Redeployment Wealth Strategies, an RIA based in VA Beach that specializes in serving military families. In this episode Sean shares his journey how he in many ways stumbled into the profession of financial planning and what his early expe…
 
Norm and Norma consider utilizing the BRRRR method of investing in real estate where they buy, rehab, rent, refinance and repeat to acquire 10 rental properties. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.c…
 
No matter the size of your business, proper budgeting is crucial to keep track of expenses, compare those estimates to their revenue, and assess whether they have enough capital to fund their operations or expand the business. A business without a proper budget or strategy risks spending more than it earns or not spending enough to grow and be comp…
 
The first episode in our brand new 'Financial Planner Life Acadamies' series, where we bring the best entry-level and academy opportunities to you, so if you are considering a move into the profession check out the financial planner life academies website, here you will find a detailed breakdown of the academy, including videos, blogs and a deep di…
 
This week Sam is joined by Chartered Financial Planner Danielle Lecomber who is self-employed under Hall and Costello Wealth Management Ltd. Danielle didn’t start out as a financial planner, her career began as a Paraplanner so we dig deep into that role, what she took from it and why she decided to move into financial planning. She is a keen advoc…
 
Developing and implementing a solid budgeting and forecasting process is crucial for organizations to build more accurate financial reports and a better understanding of performance, leading to better revenue growth. And while you may rely on your existing ERP to help you improve specific processes, legacy ERPs don't have the features you need to h…
 
Norm and Norma consider utilizing The Ultimate Real Estate Agent Retirement Plan™ while Nomading™. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0020/ Or, check out all of Norm and Norma's episodes: http…
 
This week Charlie is joined by Charlotte O’Leary, CEO at Pensions For Purpose (B Corp pending). We chat about Charlotte’s career journey which has taken her through several different sectors, and we focus on where the financial planning profession needs to catch up in terms of sustainability. Charlotte also shares some interesting insights into our…
 
David Kakish is the President and CEO of RIA Workspace. He is an author, successful entrepreneur, and an advocate for better, more secure IT. It’s his belief that small and midsize Registered Investment Advisors and Financial Advisors are different than other businesses. He likes to think of these RIAs as the Small Giants in the financial services …
 
Norm and Norma utilize the Nomad™ real estate investing strategy but house hack with 1, 2 or 3 roommates. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the episode page: https://RealEstateFinancialPlanner.com/ep0019/ Or, check out all of Norm and Norma's episode…
 
This week Sam is joined by Sara Davies, a financial planner working on a self-employed basis for DWJ Wealth Management. At the forefront of DWJ is a female and it’s very rare to have women in leadership roles within the financial planning profession so we talk about the benefits of this role model for Sara and the huge demand for more female financ…
 
What is the impact on Norm and Norma by requiring a full 6 months of reserves on each property versus keeping minimal personal reserves? Find out as we look at this impact for two variations of them Nomading™. See detailed charts, copy the Scenario to your Real Estate Financial Planner™ account to modify assumptions and much more by going to the ep…
 
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זכויות יוצרים 2022 | מפת אתר | מדיניות פרטיות | תנאי השירות
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