Beste Financial Planner Podcasts (2025)

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251: Friction-Free Process: What Advisors Can Learn from Uber’s Success (Efficient Friday!) 11:13

3d ago11:13

11:13

I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away! I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a v…

1
Chris Ball: Hoxton Wealth’s Big Plans for 2025 59:22

4d ago59:22

59:22

Chris Ball is back on the Financial Planner Life Podcast, and this time, we’re diving deep into Hoxton Wealth’s explosive growth in 2024 and what’s coming in 2025. From smashing revenue and AUM targets to a complete brand transformation, Hoxton Wealth has gone from industry underdog to one of the most disruptive firms in financial planning. But not…

1
Overcoming Barriers and All the Firsts of Financial Planning with Valerie Rivera 39:53

5d ago39:53

39:53

I’m excited to welcome Valerie Rivera on the podcast today. She is the founder of First Gen Wealth, an RIA specializing in no shame, no judgement financial advice for First Gen wealth builders in their 30s and 40s. I invited Valerie on the podcast to help share her story of overcoming lots of barriers including race, family of origin, education, cl…

1
Practical Lessons from Warren Pies 1:03:27

7d ago1:03:27

1:03:27

In this episode, Jack and Matt dive deep into unique perspectives on markets and investing through the lens of Warren Pies and Fernando Vidal's innovative research approaches. They explore: A fresh take on the 60/40 portfolio debate and why the death of this strategy may be greatly exaggerated How to interpret market breadth and retail sentiment th…

1
HR Myth Busting 15:12

11d ago15:12

15:12

HR Advisers Claire Moore and Kelly Hanley have sat down to bust some common myths when it comes to a variety of HR matters. They cover topics such as dismissing employees, statutory rights, employee rights, long term sick and much more. #HR #HumanResources #Employment #Employee #Employer #LB1858Von Lovewell Blake

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250: How to Future-Proof Your Practice & Capture the 34 Trillion Dollar Shift with Guest Jackie Wilkie 53:38

6d ago53:38

53:38

Women will influence over $34 trillion in assets by 2030, yet many financial advisors still overlook a crucial reality: women are not a niche—they are half the population. In this episode, I sit down with Jackie Wilkie of First Trust Portfolios to discuss why every advisor needs to rethink how they engage with female investors. We dive into how to …

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Performance Coaching for Financial Planners: Unlock Your Full Potential - with Tony Fields 46:25

11d ago46:25

46:25

🔥 From Burnout to Breakthrough: How Performance Coaching Transforms Careers 🔥 In this episode of The Financial Planner Life Podcast, I sit down with Tony Fields, a former chartered financial planner turned performance coach, to discuss how high achievers in financial planning—and beyond—can break free from burnout, find clarity, and reach their ful…

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249: Impact Score: Rate Your Client Service Model 26:51

13d ago26:51

26:51

Are you doing things in your business just because you think you're supposed to? Too often, financial advisors continue running the same client service playbook without questioning its true value. In this episode, we introduce an unconventional KPI—your Impact Score—to help you evaluate whether your client service efforts are making a real differen…

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Practical Lessons from Cem Karsan | Inside the Hidden Forces Moving Markets 1:04:09

14d ago1:04:09

1:04:09

In this episode of Excess Returns, Matt and Jack explore key lessons from one of our most popular guests, Cem Karsan. Through selected clips from multiple interviews, they unpack Karsan's unique insights on markets, investing, and risk management. The discussion covers critical concepts including: The fundamental importance of supply, demand, and l…

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248: AI Automation Made Easy: How to do DIY AI in Your Advisory Business 1:17:37

20d ago1:17:37

1:17:37

Ready to supercharge your efficiency with AI the easy way? In this episode, I sit down with AI consultant and former financial advisor Ben Olsen to explore how AI is revolutionizing the financial planning industry. We dive into practical applications that can help advisors become more efficient, boost profitability, and enhance the client experienc…

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Crypto, ETFs & Big Money—Why Institutions Are Moving Into Bitcoin. - With Lisa Tyshchenko 32:23

20d ago32:23

32:23

Bitcoin just smashed past $100K—but is it just another speculative bubble, or is it cementing its place as the digital gold of the future? To get real answers, I sat down with Lisa Tyshchenko, Alternative Investment Specialist, while she was in Dubai. Lisa is a globally connected expert in digital assets, regularly working with family offices, priv…

1
Practical Lessons from Jim Paulsen 1:05:57

21d ago1:05:57

1:05:57

In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year career, from the days when investors checked bank signs for daily Dow quotes to today's high-speed algorithmic trading environment. Key topics covered: Why trad…

1
HR Sickness absence 11:47

23d ago11:47

11:47

In this episode, HR advisers Claire Moore and Kelly Hanley take a look into the complexities of sickness absence management. Discussing the importance of having a solid procedure in place, the role of keeping in touch days, benefits of return to work meetings and how to handle long term absence. #HR #HumanResources #HRSystems #LB1858…

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Want to Grow as a Financial Planner? Build the Right Team Around You - with Joanna Butler 32:18

25d ago32:18

32:18

In this episode of the Financial Planner Life podcast, we sit down with Joanna Butler, Director of Client Operations at Foster Denovo. Joanna’s 18-year career within the company is a testament to the firm’s culture of innovation, career development, and commitment to diversity. We explore Joanna’s journey from marketing to operations, how Foster De…

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14 Years Of Serving Military Clients And Building An Ensemble Financial Planning and Tax Preparation Firm with Curt Sheldon 35:10

26d ago35:10

35:10

I’m excited to welcome Curt Sheldon on the podcast today. He is the founder of C. L. Sheldon and Company, a flat-fee RIA focused on serving senior military officers. Curt first launched this firm more than 14 years ago and offered flat fee engagements with investment management long before this became more common. His firm also prepares more than 3…

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247: Maximizing Your Firm’s Value - The Smart Way to Buy, Sell & Scale with Guest Ted Jenkin 53:21

27d ago53:21

53:21

Thinking about selling your practice someday? Or maybe you're eyeing an acquisition to scale your firm? In this episode, I sit down with Ted Jenkin the "Jerry Maguire" of financial advisors, to break down the smartest strategies for buying, selling, and structuring your business for long-term success. Ted shares insights from his own experience sel…

1
Practical Lessons from Jason Buck 48:36

28d ago48:36

48:36

In this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Moving beyond the typical "stocks only go up" mentality, they explore critical concepts like:The real difference between offense and defense in portfolio constructionWhy treati…

1
MQFP Live Exam Prep Course at MilMoneyCon25 14:39

1M ago14:39

14:39

In this short bonus episode, Paul Allen rejoins us to share the exciting news about the MQFP live exam prep course coming up at MilMoneyCon25. We chat through what that looks like, what you can expect to learn, how much it costs, when to plan travel, integration with the MilMoneyCon conference schedule, and a special opportunity for some scholarshi…

1
Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession 48:02

1M ago48:02

48:02

Would you trust a financial planner under 30? There’s a big debate in financial planning: Does age matter? Some say younger advisors lack life experience—that they can’t guide clients through retirement, divorce, or legacy planning. Others argue that young planners bring fresh perspectives, long-term commitment, and up-to-date knowledge. After sitt…

1
246: An Unconventional KPI That Will Change Your Client Experience Immediately 39:25

1M ago39:25

39:25

Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share how I went from drowning in dashboards to focusing on unconventional KPIs that truly matter. It’s time to stop thinking like an advisor and start thinking like a CEO. I’ll introduce you to the Impact Scor…

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Behind the Headlines: Neil Woodford Reflects on His Career 1:30:16

1M ago1:30:16

1:30:16

This week on the Financial Planner Life Podcast, Chris Ball hosts a long-form, unedited conversation with Neil Woodford—one of the most talked-about figures in UK financial services. Neil’s career has been one of immense ambition, remarkable success, and intense scrutiny. From humble beginnings sleeping on his brother’s floor to managing billions o…

1
Practical Lessons from Ed Yardeni 52:22

1M ago52:22

52:22

In this deep-dive conversation, Jack Forehand and Matt Zeigler break down key insights from their interview with Dr. Ed Yardeni, one of Wall Street's most respected market strategists. The discussion explores how Yardeni's independent thinking and data-driven approach led him to correctly predict several major market developments in 2023-24, includ…

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Go All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela 52:50

1M ago52:50

52:50

In this inspiring episode of the Financial Planner Life Podcast, host Sam Oakes sits down with Chartered Financial Planner Rohit Rohela, affectionately known as The Tax Terminator and Architect of Financial Freedom. Rohit shares the incredible journey of building his financial planning business, Finsbridge, and the pivotal role that niching down ha…

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245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme 58:47

1M ago58:47

58:47

Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings? In today’s episode, marriage counselor turned behavioral therapist Ashley Qu…

1
Practical Lessons from Cliff Asness 58:08

1M ago58:08

58:08

In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics from their conversation, including:Cliff's humorous take on morning routines and why correlation doesn't equal causation when it comes to success habitsThe "Less Efficient Market Hypothesis" and why Clif…

1
HR Policies 15:43

1M ago15:43

15:43

Have you got policies and guidelines in place to enable consistency within your business. Your staff should all have access to the same processes for their benefit as well as the employees. #HRPolicies #HR #HumanResources #HRSystems #EmployeeHandbook #LB1858

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244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2 1:02:04

2M ago1:02:04

1:02:04

What would happen if you hit pause, took a step back, and gave yourself the time and space to reimagine your business? In this week’s episode of The Efficient Advisor, I’m sharing the results of my CEO Day Retreat—a two-day intensive that reshaped how I’ll approach 2025. For financial advisors, it’s easy to get stuck in the grind of daily operation…

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Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters 57:59

2M ago57:59

57:59

In this episode of the Financial Planner Life podcast, we are joined by Charlotte Walter, an award-winning chartered financial planner and founder of Avail Financial Planning a partner practice of St. James’s Place Wealth Management based in Woburn near Milton Keynes. Charlotte shares her inspiring journey from mortgage advising to running her succ…

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Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha 54:28

2M ago54:28

54:28

In this episode of "Two Quants and a Financial Planner," we break down some of Warren Buffett's most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We start by discussing whether Buffett truly deserves the "GOAT" (Greatest of All Time) title in investing, drawing some interesting parallel…

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Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo 58:19

2M ago58:19

58:19

In this episode of the Financial Planner Life Podcast, we’re joined by Marnel Stafford, a financial planner at Foster Denovo, who shares her remarkable story of pivoting into the profession at 50 and making waves in her first year. 💬 "Starting at 50 might seem late to some, but for me, it was the perfect time. My life experience became my greatest …

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243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1 36:48

2M ago36:48

36:48

Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights from her recent CEO Day retreat. This episode is all about the power of reflection, the hard decisions that shape your business, and how to set yourself up for a successful year ahead. Libby…

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Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives 1:02:41

2M ago1:02:41

1:02:41

In this episode of "Two Quants and a Financial Planner," we explore key insights from our previous conversations with Larry Swedroe, one of investing's most evidence-based thinkers. Through a series of clips, we examine crucial investment principles including:Why all investment decisions should be grounded in evidence rather than narratives or spec…

1
HR Contracts 12:05

2M ago12:05

12:05

HR Advisers Claire Moore and Kelly Hanley have sat down to discuss the importance of having the right HR Contract in place for the employer, the employee and the business as a whole. Though contacts may differ in size and terminology depending on the sector and type of business, it is vital that both the employee and the employer have a clear under…

1
The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time 1:00:32

2M ago1:00:32

1:00:32

We're back with our annual predictions episode, where we look back at our (surprisingly not terrible) 2024 market calls and make fresh predictions for 2025 (which will likely be very wrong). In this episode, we're embracing the humbling experience of market forecasting to prove to everyone (and ourselves) why market forecasting is a waste of time.Y…

1
Do You Really Need International Diversification? 10 Top Investors Debate 57:06

2M ago57:06

57:06

In this episode of "Two Quants and a Financial Planner," we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.Key topics include:What actually constitutes "international exposure" in…

1
242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework 14:29

2M ago14:29

14:29

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 from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework ---------…

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From Classroom to Client Meetings: Laura North's Journey from Teacher to Financial Planner 1:05:45

2M ago1:05:45

1:05:45

Laura North, a former college lecturer with 16 years of experience, shares her incredible journey of moving from the classroom to becoming a successful financial planner. Discover how she navigated this life-altering transition, leveraging her teaching skills in a whole new way. Laura's story is a beacon of inspiration for anyone contemplating a ca…

1
Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings 1:00:54

3M ago1:00:54

1:00:54

Join Matt Zeigler and Jack Forehand as they break down some of the most insightful frameworks from our interviews with macro thinker Andy Constan. Drawing from multiple conversations with Andy, they explore:Andy's experience at Bridgewater Associates and their fascinating approach to systematic investingThe four pillars of macro analysis that help …

1
241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework 38:16

3M ago38:16

38:16

It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up! In Week 6…it’s all about creating processes for LEADING your b…

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240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind 20:33

3M ago20:33

20:33

Frequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cover: What is the delivery format? How much time do I need to commit to the program to get the most out of it? Can my team join me for free? (Hint: YES!) What will we cover? How often and when do we meet? …

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From Kyrgyzstan to UK Financial Planner: Cholpon Djanuzakova - Why Mindset And Hardwork, Always Wins! 46:27

3M ago46:27

46:27

"Imagine starting over in a new country, grappling with a new language, and breaking into a competitive industry. This is Cholpan Djanuzakova's reality. Her journey from Kyrgyzstan to becoming a top financial adviser and business owner in the UK is a testament to the incredible things you can achieve when you turn your challenges into stepping ston…

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239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework 26:15

3M ago26:15

26:15

It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 5…it’s all about creating processes for SCALING your proces…

1
10 Great Investors Share Their Most Important Lesson 58:06

3M ago58:06

58:06

We ask one question at the end of each of our episodes:Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our favorite answers from our guests in 2024. Featuring insights from:Jim Paulsen on understanding your true impact as an investorCliff Asness on the import…

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238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework 8:26

3M ago8:26

8:26

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 from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework ---------…

1
What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career. 28:14

3M ago28:14

28:14

🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners? Not at Foster Denovo, where growth, ambition, and clear career aspirations take center stage. In the latest Financial Planner Life Podcast, I spoke with Louise Headifen, Paraplanning Manager at Foster Denovo, about how she’s breaking the mold and championing career progression for…

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237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework 32:31

3M ago32:31

32:31

Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework. Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining. In this episo…

1
Practical Lessons from Ben Carlson 48:58

3M ago48:58

48:58

In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We break down several crucial investing concepts, including why investors shouldn't blindly follow billionaires' market moves, the importance of finding an investment strategy you can stick with, and why the market rarely operates at extr…

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How we built a £2.5 Billion lending business, and why we are doing it again with TAB! 1:14:33

3M ago1:14:33

1:14:33

Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner Life. Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with…

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236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall 10:54

3M ago10:54

10:54

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 from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall --------- LINKS FROM THIS EPISODE: Download the Systems to Scale Frame…

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235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall 56:49

3M ago56:49

56:49

But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTS We are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year. If you’re anything…

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Financial Planner Podcasts

Podcasts, die es wert sind, gehört zu werden

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