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 ...
…
continue reading
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 ...
…
continue reading
Exploring the world of Financial Planning. Accelerating your career.
…
continue reading
Learn all about real estate investing via entertaining, modeled stories about real estate investors with unprecedented insight into their situations.
…
continue reading
The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.
…
continue reading
We share the best digital marketing techniques for Financial Planners.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
…
continue reading
1
Live from room five, The Business from Lovewell Blake Chartered Accountants and Financial Planners
Lovewell Blake
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 ...
…
continue reading
1
From the Army to the Wirehouse World to RIA with Amy King
39:05
39:05
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
39:05
I’m excited to welcome Amy King on the podcast today. We start with her origin story that started with some fortuitous conversations about money and investing that ignited a passion for the subject and ultimately led her to the CFP while still on active duty. Through her personal network, she got a first job preparing taxes and doing paraplanning w…
…
continue reading
1
What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter
1:29:44
1:29:44
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:29:44
St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's …
…
continue reading
1
185: Ideas to Implement - *Free Download* Client Intel Process
10:17
10:17
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
10:17
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-…
…
continue reading
1
184: *Free Download* Client Intel Process
37:44
37:44
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
37:44
It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details yo…
…
continue reading
1
8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman
57:18
57:18
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
57:18
Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, st…
…
continue reading
1
183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
8:22
8:22
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:22
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Co…
…
continue reading
1
182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
31:35
31:35
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
31:35
Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌 The goal of this virt…
…
continue reading
1
181: Ideas to Implement - Even More Good Ideas You Can Implement Today
11:29
11:29
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
11:29
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Even More Good Ideas You Can Implement Today --------------------------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax…
…
continue reading
1
Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis
52:42
52:42
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
52:42
Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoes throughout ou…
…
continue reading
1
180: Even More Good Ideas You Can Implement Today
23:47
23:47
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
23:47
Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including: A few good idea…
…
continue reading
1
179: Ideas to Implement - Michael Kitces on Time Management & Building Your Model Week
8:39
8:39
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:39
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Michael Kitces on Time Management & Building Your Model Week --------------------------------------- LINKS FROM THIS EPISODE Connect with Michae…
…
continue reading
1
Experimenting with Service Models & Niches with Erik Baskin
36:20
36:20
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
36:20
Today I chat with Erik Baskin of Baskin Financial Planning. I still remember some of my first conversations with him back in the very early days of this podcast so it’s a full circle moment for both of us in this episode. Since launching his own RIA in 2021, while still on active duty, Erik has further refined his niche focus to go beyond just the …
…
continue reading
1
178: Michael Kitces on Time Management & Building Your Model Week
45:06
45:06
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
45:06
When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different! In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the yea…
…
continue reading
1
177: Ideas to Implement - Five Good Ideas You Can Implement Today
12:30
12:30
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
12:30
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Five Good Ideas You Can Implement Today ---------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here!…
…
continue reading
1
Crafting a Legacy Beyond Profit: The Ethical and Community-Centric Approach of Altor Wealth Management
57:51
57:51
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
57:51
Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions, the gravity of…
…
continue reading
1
176: Five Good Ideas You Can Implement Today
31:29
31:29
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
31:29
“Ideas are easy. Implementation is hard.” After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do …
…
continue reading
1
Shaping the Next Generation of Financial Advisers with Expert Guidance from Matt Fowler of St James's Place
1:05:23
1:05:23
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:05:23
Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today! Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success. From his transition out of c…
…
continue reading
1
175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
8:03
8:03
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:03
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson ---------------------- LINKS FROM THIS…
…
continue reading
1
The Power of Alignment: Culture, Values, and Growth Mindset’ with Roger Brosch, CEO of Foster Denovo
39:59
39:59
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
39:59
Talent Attraction Partnership Special - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube. Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession, as we sit down…
…
continue reading
1
174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
52:03
52:03
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
52:03
We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some…
…
continue reading
1
173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
8:17
8:17
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:17
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle ---------------------- LINKS FROM THIS EPISODE Check out the podc…
…
continue reading
1
Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special
1:04:20
1:04:20
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:04:20
Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni . We dissect how AI is not just revolutionising finance but becoming an indi…
…
continue reading
1
Enlisted Money Guy & Paraplanning with Brandon Lovingier
34:48
34:48
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
34:48
Today we welcome Brandon Lovingier, the Enlisted Money Guy on the podcast. Brandon has created some really great content out there to serve his fellow servicemembers and shares his journey of financial successes and lessons learned. In addition to his prolific content creation, Brandon is also a virtual paraplanner - all while still being on active…
…
continue reading
1
172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
46:12
46:12
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
46:12
Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time. In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel…
…
continue reading
1
171: Ideas to Implement - My NEW Favorite Focus Hack for Increased Productivity (and a Few Other Tools!)
15:32
15:32
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
15:32
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: My NEW Favorite Focus Hack for Increased Productivity (and a few other tools!) LINKS FROM THIS EPISODE Check out the Retirement Tax Services 202…
…
continue reading
1
Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning
1:08:03
1:08:03
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:08:03
Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional t…
…
continue reading
1
170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!)
36:20
36:20
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
36:20
If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! Bu…
…
continue reading
1
169: Ideas to Implement - Delegating Tasks That Are Nuanced **FREE DOWNLOAD**
10:29
10:29
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
10:29
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Delegating Tasks That Are Nuanced **FREE DOWNLOAD** ---------------------- LINKS FROM THIS EPISODE Grab the Asset Transfer Script Download here!…
…
continue reading
1
Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning
56:35
56:35
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
56:35
When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning. In a conversation that…
…
continue reading
1
Jumpstarting Your Financial Planning Career with Matt Fizell
42:48
42:48
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
42:48
I welcome Matt Fizell on the podcast today after admiring his work for quite awhile. Matt is the founder of his own RIA, Harmony Wealth based in Madison Wisconsin. But as we discuss in this interview, Matt took a circuitous route from his initial undergraduate training in financial planning, working in a broker dealer, finding out about fee-only fi…
…
continue reading
1
168: *FREE DOWNLOAD* Delegating Tasks That Are Nuanced
27:47
27:47
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
27:47
One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃 In today’s episode, Libby walks you through the steps she took…
…
continue reading
1
Orann Coyle – financial planning client acquisition via Instagram!
58:14
58:14
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
58:14
Today on the Financial Planner Life podcast we are at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management Oran is a relatively new Financial Adviser and Wealth manager based in Londonderry, Northern Ireland. Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online presence to ga…
…
continue reading
1
167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips
48:23
48:23
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
48:23
We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈 Alanah Phillips, recruiting, …
…
continue reading
1
166: Ideas to Implement - What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
8:34
8:34
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
8:34
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP ----------------------------------- LINKS FROM THIS EP…
…
continue reading
1
Taking a career leap: What’s holding you back?
50:01
50:01
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
50:01
This week’s guest is Marcus Crowther of MWC group. Marcus is a young adviser based in sunny Malta, he talks to Elena about his career journey so far. Marcus goes into detail about how he got into financial planning and, in true FPL style, really opens up about his thought processes, as well as his own mental health which has led him down the path h…
…
continue reading
1
165: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
43:51
43:51
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
43:51
The financial planning landscape is ever-evolving, and advisors regularly find themselves second guessing their structure—BDs to IBDs and RIAs. A transition can seem daunting, but starting anew can bring freedom and independence. In this episode, Stephen Taylor, attorney turned Certified Financial Planner, joins The Efficient Advisor, Libby Greiwe,…
…
continue reading
1
164: Ideas to Implement - Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
10:10
10:10
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
10:10
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis ----------------------------------- LINKS FROM THIS EPISODE…
…
continue reading
1
Achieving your career goals in financial planning
1:11:49
1:11:49
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:11:49
This week we have energy powerhouse, Bobby Sahota – financial planner and Director at Attivo. Sam and Bobby speak about everything from Bobby’s career journey to date, limiting beliefs, social media presence, and so much more. Bobby is one of the most passionate guests we’ve had on the podcast. Her sincerity and passion for client care really is so…
…
continue reading
1
163: Common Themes Among Successful Practices & One-Page Financial Plans with Matt Jarvis
37:48
37:48
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
37:48
Today’s busy world leaves us no other option than to make every second count. Whether it’s at home or work, we must optimize our resources to maximize our time. In this episode, financial planning extraordinaire, Matt Jarvis, joins The Efficient Advisor host, Libby Greiwe, to discuss themes and trends he has seen throughout his decades of experienc…
…
continue reading
1
How to set up your own financial planning business
1:17:01
1:17:01
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:17:01
Welcome to the first episode of 2024! And what a fantastic episode to get us going! Calum Scott, Financial Planner and Director of Libertas Financial Management joins Sam Oakes on this step-by-step journey of an episode. We were really fortunate to talk to Calum, his story is certainly inspiring. He walks us through the process of setting up his IF…
…
continue reading
1
162: How to Have More Impactful Conversations Through Motivational Interviewing With Jeremy Keil
45:40
45:40
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
45:40
Empathy and support are essential components of the advising process, but sometimes it’s hard to connect with clients on such a deep level. Our guest today, Jeremy Keil, shares some powerful and effective tools he has used over the years to strengthen his relationship bond with clients. In this episode, Libby and Jeremy dissect the following three …
…
continue reading
1
161: A New Unconventional but Exciting Way to Approach Your Goals in 2024
37:10
37:10
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
37:10
Here I am doing an experiment for myself this year related to goals. I’ve been having a lot of conversations with advisors lately who are struggling to set clear goals. They have great revenue… what’s another 10% really going to do? They are having a hard time connecting deeply with the why behind the goals… since they are VERY happy with their bus…
…
continue reading
1
How to be the best Financial Adviser you can be
47:42
47:42
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
47:42
Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode. These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critical point in her …
…
continue reading
1
160: How To Do a Client Communications Audit to Make Clients Feel Valued
30:23
30:23
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
30:23
Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication, advisors must first learn the art of connecting through and using a variety of different “communication love languages.” In this episode, Libby shares with you the nuances of how to execute an effe…
…
continue reading
1
Paraplanners – The Engine Behind a Truly Successful Financial Planning Firm
1:25:50
1:25:50
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:25:50
Back in the world of high-performance Financial Planning pros on the FPL Podcast as this week we’re joined by Sam Patterson, Managing Director of The Patterson Group! Sam’s experience in Financial Planning puts him a cut above the rest when it comes to navigating a career as a Paraplanner. After taking on the role himself, Sam moved into managing a…
…
continue reading
1
159: You NEED This Onboarding Document to Help Set Client Expectations
35:23
35:23
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
35:23
We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s frustrating, confusing, and certainly disappointing. However, when everyone is on the same page, everything flows so much easier. When client expectations are not aligned with your practice, it can …
…
continue reading
1
158: Ideas to Implement - Scaling Your Business with The Efficient Advisor's Group Coaching Program
14:31
14:31
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
14:31
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Scaling Your Business with The Efficient Advisor's Group Coaching Program -------------------- LINKS FROM THIS EPISODE: Register for the Systems…
…
continue reading
1
Building a Financial Planning Business with Purpose
1:20:34
1:20:34
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:20:34
This week we're doubling down on the Financial Planner Life with our guest duo, Nathan Waldron and Ryan Nobbs, co-directors and Financial Planners with Evergreen Financial Planning, a business with the objective of reaching the ~95% of people that don’t fit the typical client profile for Financial Advice, through understanding the long-term strateg…
…
continue reading
1
157: Scaling Your Business with The Efficient Advisor's Group Coaching Program
40:49
40:49
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
40:49
Every advisor dreams of a successful practice that runs like a well oiled machine, allowing you more time outside the office to enjoy the things you love. If that feels impossible or out of reach…the only thing standing in your way is that you don’t have the necessary systems and processes in place for your business to run effectively and efficient…
…
continue reading
1
Pursuing Progression in Your Financial Planning Career
1:16:43
1:16:43
נגן מאוחר יותר
נגן מאוחר יותר
רשימות
לייק
אהבתי
1:16:43
This week’s guest on the Financial Planner Life Podcast is Ben Slater, Chartered Financial Planner & Director at Stephen Eve Financial Planning Ltd. Ben started his career straight out of education, as an apprentice client services administrator within a Financial Planning firm, moving into paraplanning after 2 years, before pursuing his qualificat…
…
continue reading