The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.
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Man’s search for Significance and Purpose - with Jason Butler
1:13:13
1:13:13
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Jason Butler @jbthewealthman www.Jason-butler.com www.generationnext.uk We hear why Jason had to “move on” from the firm that he founded About the emotional toll before and after exit His 3 tips for exiting a business What he would have done differently How to not make it personal and keep the eyes on the prize.…
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“If at first you don’t succeed.....” - Marlene Outrim
1:16:35
1:16:35
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In this POD we learn about the two successful acquisitions UNIQ has made. We hear about the lessons learnt from the two that didn’t complete. We hear about the importance of having your own ship in order. The value of a really good lawyer The challenge of managing the former owner relationship. Marlene Outrim Founder and Managing Director UNIQ Fami…
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True entrepreneurs seek and live for the challenge - with Michael Smith
1:13:02
1:13:02
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Why Michael started buying businesses as soon as he opened his business Why he is a true entrepreneur How he designs and maintains his culture Acquisition is not a solution for an underperforming business An update on the 25 year plan @Chamberlyns_MSVon Financial Planning Training Academy
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It’s all the planning - Neil & Helen Bailey
1:26:44
1:26:44
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Neil & Helen Bailey @Fortitude_Neil Fortitude Financial Planning It’s all in the planning Why a personal life plan is needed first to exit a business Why good business practice is needed no matter what option is chosen to exit How being honest and starting early will stand you in good stead Why shared values trump everything…
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Boiling The Frog Slowly - with Ruth Sturkey
1:09:19
1:09:19
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@RuthSturkey Learn how Ruth built The Red House Ruth explains the drivers behind and motivations for her exit She shares how Paradigm Norton were the firm for her The challenges she faced and biggest lessons and lots of tipsVon Financial Planning Training Academy
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Lee Robertson - selling to the team, protecting the business for them and their clients
1:25:43
1:25:43
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Lee's advice when you are planning to sell and exit your business Start early Have grown up discussions Have those facilitated by the company lawyer Decide on how and when to involve the team, don't wait for them to find out Don't make it personal Keep it honest and transparent Pay for the best possible advice @leerobertson64…
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Mergers, acquisitions and EOT’s - Barry Horner
1:08:01
1:08:01
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All good things come to those that wait - Damien Rylett
1:27:27
1:27:27
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To buy or to sell. That is the question - Rob Stevenson
1:05:39
1:05:39
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An insatiable appetite for learning - David Hearne
38:13
38:13
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The return of the CFP - Jackie Lockie
54:28
54:28
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Rage, rage against the dying of the light - Amyr Rocha-Lima
1:25:24
1:25:24
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Financial Life Coach Podcast meets Dom & John from Expert Wealth
1:19:54
1:19:54
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Small is beautiful with Darren Cooke
1:49:02
1:49:02
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Money coaching and financial planning with Catherine Morgan
1:29:29
1:29:29
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The Financial Planning Jigsaw Puzzle - Duncan Parkes
1:16:27
1:16:27
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Mastery of working with professional connections - Natalie Wright from Mazars
1:20:22
1:20:22
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Building an enterprise island - Financial Life Coach Podcast meets Nick Crabbe
1:12:36
1:12:36
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Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis
1:00:52
1:00:52
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Financial Life Coach Podcast meets Alasdair Walker
1:04:32
1:04:32
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Feeding the hungry graduate monster - Financial Life Coach Podcast meets Barry Horner
1:06:42
1:06:42
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The most important thing right now is what you want to achieve - Financial Life Coach Podcast meets David Crozier
1:10:43
1:10:43
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Financial Life Coach Podcast meets Jessamy Walker
1:11:33
1:11:33
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Year two and beyond with @Matt_Aitchison - Financial Life Coach Podcast
1:10:07
1:10:07
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Financial Life Coach Podcast meets Rich Ellis & Nick Davies
1:02:58
1:02:58
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Podcast w David Hearne @dontdelay - How Family Trees, long courtships and being crystal clear on target clients has been the key to the growth at Satis
1:16:29
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I don’t know what I’m going to do! Financial Life Coach Podcast with Dom Spalding & John Hunt
1:13:23
1:13:23
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Financial Life Coach Podcast meets Kevin Deamer - Providing true wealth management
1:45:46
1:45:46
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Podcast w Craig Palfrey @penguinwm - First South Wales and then the world
1:13:48
1:13:48
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Podcast w Lee Robertson @leerobertsonIQ - What scares you financially?
53:28
53:28
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Books, podcasts and family businesses - Financial Life Coach Podcast with Russ Haworth
1:04:28
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The purpose of a first meeting is to have rich and meaningful conversations - Financial Life Coach Podcast meets Neil Bailey
1:07:03
1:07:03
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Leaking the truth - Financial Life Coach Podcast meets Nick Taylor
1:04:30
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Why being as unlike a traditional IFA firm as possible has allowed Lift to build a £2bill AUM business - podcast with Joel Adams
1:01:59
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We are the one thing between clients and stupid! - Podcast with Nick Lincoln
1:12:48
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How to make the most of every minute - Financial Life Coach Podcast with Pete Matthew
1:09:15
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It maybe Elton time but it’s not beach and piña coladas yet for Ruth Sturkey
1:10:38
1:10:38
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Financial Life Coaching in a large practice - Stephen Jones
1:00:31
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Financial Life Coach Podcast meets Michael Smith
1:17:54
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Financial Life Coach Podcast meets Tamsin Caine
40:09
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Financial Life Coach Podcast with Justin King
1:08:59
1:08:59
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Why self awareness is the key to successful client relationships - Financial Life Coach Podcast with Tina Weeks
1:05:22
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'The art of slow planning’ - Financial Life Coach Podcast with Damien Rylett
1:01:00
1:01:00
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Give and you shall receive - Sharon Sutton at Financial Life Coach Podcast
55:31
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Great financial planning can change your life - Robert Caplan with Financial Life Coach Podcast
1:01:30
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How Jason Butler has squeezed the orange over the last 25 years
56:16
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Marlene Outrim meets Financial Life Coach Podcast
51:55
51:55
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Max Keeling meets Financial Life Coach Podcast
1:11:05
1:11:05
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