Struggling with your Accounting exams? Lacking motivation? Feeling stuck in your Accounting career? Think again, as this is where I can help you! Tried & tested, with a world leading success rate, I guide clients to develop new strategies, not only with their studies, but with mental wellbeing, personal & career development. 𝗦𝘁𝗿𝗶𝘃𝗲 𝗳𝗼𝗿 𝗮 𝗟𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲 𝗯𝘆 𝗗𝗲𝘀𝗶𝗴𝗻, 𝗻𝗼𝘁 𝗯𝘆 𝗟𝗶𝗺𝗶𝘁𝗮𝘁𝗶𝗼𝗻!
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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 profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! 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-offi ...
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Supermanagers, brought to you by the team at Fellow, is the podcast for leaders who want to build organizations with exceptional management practices. Join Aydin Mirzaee, CEO at Fellow, as he uncovers the innovative strategies, bold decision-making, and insightful perspectives that drive world-class executives in building and scaling successful and productive organizations. We’ll be covering topics on: Operational excellence Leadership Remote and Hybrid work Scaling teams & organizations Wor ...
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Welcome to The CMA Show! In every episode we go inside the minds of the most successful Management Accountants i.e. CFOs, Corporate Controllers, VPs of Finance so you can learn how to move up the ranks just like they did. You'll learn the aha moments that led them to where they are today, lessons learned along their career trajectory, and how you can replicate their success. The show is sponsored by CMA Exam Academy, the instructor-led prep course helping professionals around the world pass ...
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Learn how to use digital transformation to differentiate, educate, build trust, improve competitive positioning, close sales faster without compromise, and scale revenue growth. Get step-by-step insights on how to build a media company for your niche that positions your brand and your team to win in today’s hypercompetitive marketplace. The primary audience is CEOs of U.S.-based B2B technology startups and scaleups that work in and around data centers, AI SaaS, and accounting and finance tec ...
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AIBF Business Talk is an original podcast brought to you by the All-Ireland Business Foundation. In each episode we talk to innovators, entrepreneurs and leaders to bring you practical lessons and actionable insights that you can apply to your business and in your daily life.
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Fed up with persistent lowball offers despite your hard work? Finding it hard to Scale? THRIVE ACCOUNTANTS ACADEMY PODCAST is your go-to Learning Hub to Scale your Accounting Practice and Firm Join me, Ian Morgan on a journey to share INSIGHTS, STRATEGIES & ADVICES that'll ACE your ACCOUNTING GAME. A little background of me? I've been in the Accounting for nearly 2 decades now and was able to build a Thriving Accounting Firm, MBS Accountants based on United Kingdom. I've been through the ups ...
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This is what a flourishing workplace culture looks and feels like. Listen to inspiring stories told by actual Best Christian Workplace leaders and other experts. Each week, you will discover how you can build a flourishing workplace and a thriving organization. Hosted weekly by Al Lopus, Cofounder & Board Chair of Best Christian Workplaces. Learn more at www.workplaces.org.
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Don’t just own a business – own a business that runs without you! Discover how you can buy a good business and set the systems up so it can run without the owner. Pick up the street smarts of small business from Aaron and Mayumi Muller. New episodes every week! Aaron and Mayumi Muller currently own 8 companies that run without them. As founders of the Lifestyle Business Owner Academy, Aaron and Mayumi are the world’s #1 trainers on how to make a business run without you. Get all the episodes ...
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Episode 151: The Vital Role of Non-Executive Directors in Corporate Success - Insights from Malcolm Hughes on Governance and Growth
22:02
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🎙️ On this episode of AIBF Business Talk, Elaine Carroll, CEO of AIBF, chats with Malcolm Hughes of Sedgwick International, the 2024 Business All-Star Non-Executive Director of the Year. Malcolm sheds light on the critical role and responsibilities of a Non-Executive Director (NED) in today's corporate landscape. 💼 Malcolm emphasises that while bot…
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Brian Gottlieb, Author of Beyond the Hammer, on Hiring to Your Weaknesses, Leading a Culture of Development, and Building Problem-Solving Systems
42:10
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In episode 16 of season 2, we sit down with Brian Gottlieb, author of Beyond the Hammer and a visionary business leader who scaled his home services company from a $3,000 startup to a $150 million enterprise. Brian shares his unique approach to leadership, focusing on hiring to your weaknesses and empowering others to fill the gaps where you fall s…
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From Retail to Financial Planning: The Transformative Journey of Godfrey Asare
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Send us a text Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to hi…
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From Accounting to Financial Planning: Charley Smith’s Journey to Success
38:08
38:08
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Send us a text Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her …
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406: Leadership Essentials for Building Trust in Multicultural Communities // Dr. Gabriel Salguero, National Latino Evangelical Coalition (NaLEC)
39:28
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In this episode, we dive into the crucial role of leadership in fostering unity while embracing cultural diversity. Join us as Rev. Dr. Gabriel Salguero shares practical insights on building trust, navigating multicultural dynamics, and his vision for the future of the multicultural church. Find full show notes here: https://bit.ly/406drgabrielsalg…
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Adam Coffey, Author of the Private Equity Playbook, on Navigating the Stages of Growth for Sustainable Success
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In this episode, we sit down with Adam Coffey, a seasoned CEO with over 21 years of experience leading private-equity-backed service companies. Adam shares his journey from his military career to becoming a leader in the private equity world, where he has overseen 58 acquisitions and facilitated billions of dollars in successful exits. In episode 1…
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From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning
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Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…
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Episode 150: Championing Autism Inclusion: ASD Ireland’s Impactful Journey
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🎙️ On our milestone 150th episode of AIBF Business Talk this week, AIBF CEO Elaine Carroll speaks with Keith Enright, CEO & co-founder of ASD Ireland, a charity dedicated to providing socially inclusive activities for people with autism and their families, and AIBF's Charity of the Year. ASD Ireland offers a range of services, including autism camp…
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405: How to Make a Culture Comeback: Leadership Lessons in Moving from Toxic to Healthy Culture // Jon T. Locklear, Lumbee River EMC
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In this episode, we dive into the remarkable journey of Jon T. Locklear, CEO of Lumbee River Electric Member Cooperative, who turned around a struggling organization by fostering leadership cohesion and building trust. Discover the key practices he implemented to create a thriving workplace culture and develop emerging leaders with character and co…
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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth
37:55
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Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …
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Episode 149: Transforming Accounting for Small Businesses: How Marc O'Dwyer and Big Red Cloud are Simplifying Finance Management
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This week on AIBF Business Talk, CEO Elaine Carroll chats with Marc O’Dwyer, CEO of Big Red Cloud, a company offering user-friendly accounting, bookkeeping, and payroll software for small businesses. Marc acquired Big Red Book in 2000 and transformed it into a profitable venture before launching Big Red Cloud in 2012. With over 75,000 customers, th…
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From Graduate to Chartered Financial Planner & what I do in the paraplanner club - Matt Finch
36:08
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Send us a text From his humble beginnings as an administrator to his current role managing a client book as a financial planner in an investment Managment company , Matt's journey is nothing short of inspiring. He offers invaluable insights into the importance of a holistic, personalised approach to financial planning, and shares his experiences wo…
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404: The Critical Link Between Financial Accountability and Organizational Success // Michael Martin, ECFA
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In today’s episode, we dive into a critical aspect of leadership—integrity and accountability. Our guest, Michael Martin, President and CEO of the Evangelical Council for Financial Accountability (ECFA), shares essential steps for building trust and maintaining accountability within your organization. Find full show notes here: https://bit.ly/404mi…
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Global Compliance in Financial Planning: Insights from Paul Tate of Hoxton Capital Management
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Send us a text Unlock the secrets of global compliance in financial planning with our special guest, Paul Tate, the Global Head of Compliance at Hoxton Capital Management. From his humble beginnings as a financial advisor in South Africa to his influential role in Dubai, Paul shares his compelling journey and the passion that drives him. Discover h…
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Episode 148: Breaking Barriers: Embracing Neurodiversity with Jeanette Delahunty of TSK Academy
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On this week's AIBF Business Talk, Jeanette Delahunty from TSK Academy, an award-winning NeuroInclusion Consultant, speaks with AIBF CEO Elaine Carroll. 🎙️ Jeanette's mission is to promote workplace acceptance and inclusivity, focusing on hidden disabilities such as autism, ADHD, and mental health issues. 🌟 Jeanette explains that many disabilities …
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Amy Edmondson, Harvard Professor and Author of “The Fearless Organization”, on Balancing Psychological Safety and Accountability
42:18
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In this insightful episode, we sit down with Amy Edmondson, one of the world’s leading management thinkers. As the Novartis Professor of Leadership and Management at Harvard Business School, she is an expert in psychological safety and organizational learning. In episode 14 of season 2, she discusses the importance of creating environments where te…
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The Transformative Journey of a Young Financial Planner - Dylan Ellis
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Send us a text Trigger Warning - We discuss Suicide and Addiction. Hosted by: Sam Oakes Guest: Dylan Ellis, Financial Planner at St James's Place Episode Overview: In this deeply insightful episode of the Financial Planner Life Podcast, host Sam Oakes talks with Dylan Ellis, who at just 26 years old has transformed personal adversity into professio…
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403: The Feedback Loop: How Churches Can Build Trust and Develop Staff Through Effective Surveys // Danny de Armas, First Baptist Orlando
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For this episode, we’re excited to bring you a conversation with Danny de Armas, senior associate pastor at First Baptist Orlando. Danny shares practical strategies on leadership development, effective communication, and selecting the right senior leaders to foster a flourishing workplace. Find full show notes here: https://bit.ly/403dannydearmas S…
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Episode 147: Business, Beauty, and Beyond: The Inspiring Journey of ECAMS Founder Pyn Lim 🚀
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In this week's episode of AIBF Business Talk, Pyn Lim, a trailblazing entrepreneur in aesthetic healthcare, discusses her journey with AIBF CEO Elaine Carroll. 🌟 Pyn, founder of the European College of Aesthetic Medicine & Surgery (ECAMS), shares how she identified a global gap in proper training for doctors in aesthetic medicine, leading her to cr…
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Why Switching from Mortgage Advice to IFA is a good idea! With Daniel Hobbs of New Leaf
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Send us a text Are you a mortgage advisor looking for more stability and long-term growth in your career? Transitioning to an Independent Financial Advisor (IFA) might be the strategic move you’ve been searching for. In this episode of the Financial Planner Life podcast, Sam Oakes sits down with Daniel Hobbs from New Leaf to explore the benefits an…
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Life Protection, Careers and International Opportunities at Hoxton Capital with new hire Adrian Benjamin and Sam Oakes
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Send us a text And another top hire for Hoxton Capital Managment in the UK! Join us on this episode of the Financial Planner Life podcast as we sit down with Adrian Benjamin, who recently joined Hoxton Capital Management as a protection consultant. this is Adrians second spin on the Financial Planner Life Podcast! Adrian delves into his motivations…
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402: Kingdom Impact Across 100 Nations: ICM's Blueprint for a Flourishing Culture // Janice Rosser Allen, ICM
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In this episode, we delve into how a flourishing workplace culture is intentionally developed, featuring insights from Janice Rosser Allen, CEO of ICM, the global church developer. Discover the strategies that have enabled her organization to achieve strong strategic clarity and make a significant Kingdom impact. Find full show notes here: https://…
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Episode 146: Chez Maison: Where Engineering Precision meets Creative Passion
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Isabella Codd, the Founder & Creative Director of Chez Maison, shares her journey from electronic engineering to becoming a creative entrepreneur on this week's AIBF Business Talk with AIBF CEO Elaine Carroll. Isabella's passion for creating and working with fabric was inspired by her upbringing in the countryside, where crafting was a way of life.…
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Anthony Onesto, CPO at Suzy, on Gen Z and AI: Leading a Generation with Unlimited Information
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In this episode, we sit down with Anthony Onesto, a visionary business leader and the founder of KAE.ai, an innovative AI-based HR platform. Anthony shares his extensive experience in empowering startups and tech companies to unlock their full growth potential. As the Chief People Officer at Suzy, a leading market research software company, and the…
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Financial Planning Talent Attraction and Management with Helena Bogdanovski of Foster Denovo
30:02
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Send us a text Want to know the secrets to successful recruitment in the financial planning profession? Our special guest, Helena Bogdanovski from Foster Denovo today shares her expertise in talent attraction. Learn how she navigates the intricate process of hiring self-employed financial advisers, focusing on relationship-building and understandin…
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Why I didn't take recruiter advice, and how I secured my first job in Financial Planning as a Financial Planner! Tom Brookes
56:44
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Send us a text Unlock the secrets to a fulfilling career in financial planning with Tom Brookes from Mosaac Financial Planning. Tom's journey is nothing short of inspirational, from his early ventures in the property market to his transformative "quarter life crisis" that led him to the world of financial advising. His story is a testament to the p…
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401: Hope and Strategic Vision: The Future of Christian Higher Education // Dr. Michael Lindsay, Taylor University
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In this episode, Dr. Michael Lindsay, President of Taylor University, shares his insights on fostering a culture of trust to propel leadership success. We'll explore practical strategies for building trust, navigating leadership transitions, and the importance of continuous learning. Find full show notes here: https://bit.ly/401michaellindsay Share…
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Unlocking Success in Global Financial Advice: Insights from Dubai with Jacob Hall of Hoxton
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Send us a text Unlock the secrets to succeeding in the global financial advice with insights from Jacob Hall, the Global Head of Advisory for Hoxton Capital Management. Jacob takes us through his transformative journey from self-employment to leading a dynamic team of 40 professionals. You'll gain a deep understanding of the evolving industry lands…
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Emotional Intelligence in Financial Planning with James Woodfall & Sam Oakes
1:27:34
1:27:34
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Send us a text Unlock the secrets of emotional intelligence in financial planning with James Woodfall, our special guest and ex-financial planner turned EQ expert. Discover how emotional intelligence stacks up against traditional IQ in shaping successful careers in financial planning. Learn why EQ is a game-changer in recruitment, training, and its…
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400: Leadership and Trust: Key Factors for a Successful Christian School / Dr. Jason Rachels, Calvary Christian Academy
28:46
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Do you feel your organization might be a bit stagnant? Today, we're joined by Dr. Jason Rachels, President of Calvary Christian Academy in Fort Lauderdale, Florida, the largest Christian school in the U.S. with nearly 3,000 students. Tune in to discover how intentional leadership can foster a flourishing workplace culture and drive significant grow…
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Episode 145: From Delivery Driver to Business Leader: Eddie Quinn’s Success Story
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On AIBF Business Talk this week, Elaine Carroll, AIBF CEO, interviews Eddie Quinn of ESI Foods, a company known for supplying fresh meats to various sectors. We hear how Eddie began his career in the industry as a student, delivering fresh foods. After spending ten years with a company, he went on to establish a new business. Following a brief hiat…
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Eytan Bensoussan, CEO at NorthOne, on Reverse Engineering Decisions to Uncover Intuitive Insights
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In this episode, Eytan Bensoussan, CEO and co-founder of NorthOne, a business banking platform for small businesses, shares his experiences. He has had a diverse career path, including time at McKinsey & Company to co-founding NorthOne. In episode 12 of season 2, he delves into the importance of understanding team motivations, effective hiring prac…
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From Luxury Cars to £63m in AUM, a Financial Planning Career Pivot With Nathan Ind of St James's Place
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Send us a text Ever wondered how selling luxury cars could lead to managing 63 million in assets? Join us for an enlightening conversation with Nathan Ind, a partner at St James's Place, as he shares his remarkable career journey from the motor trade to financial planning via the St James's Place Academy. Nathan's story isn't just about changing ca…
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Building an International Financial Planning Business with $2bil AUM in 6 years! Chris Ball of Hoxton Capital Management
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Send us a text Curious about the international Financial planning space? Join us for an exclusive conversation with Chris Ball, CEO of Hoxton Capital Management, as he shares the impressive journey of evolving from a business set up at his kitchen table, to a client-centric financial planning powerhouse with over 250 staff in 6 countries, including…
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399: Board Leadership: Guiding Organizational Culture for Greater Church Impact // Victoria Mupwaya, Miracle Life Family Church and Rhema Bible Training Center
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Today, we're thrilled to welcome Victoria Mupwaya of Miracle Life Family Church and the Rhema Bible Training Center in Lusaka, Zambia, who will share her insights on building a flourishing culture through effective leadership and healthy board governance. Find full show notes here: https://bit.ly/399victoriamupwaya Share the love. If you enjoyed th…
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Episode 144: Nurturing Bonds: Gail Bovenzier's Mission to Support New Parents
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This week on AIBF Business Talk, Elaine Carroll, AIBF CEO, interviews Gail Bovenzier, Owner of Complete Harmony. Gail's mission is to help parents connect with each other and their babies during the first few years of life. With extensive training in Pregnancy, Birth, and Beyond, Gail has assisted thousands of parents on their journey into parentho…
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Unlocking Career Growth: Sean Banks on Financial Planning, Mentorship, and Navigating Career Transitions
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Send us a text Ever wondered why some financial planners choose employment over entrepreneurship? Discover the compelling journey of Sean Banks, Senior Financial Planner at Pembrokeshire Financial Services, as he shares his career progression from administration and paraplanning to financial advice. You'll learn why Sean opted to remain employed, e…
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398: Boosting Business Success and Revenue through a Flourishing Workplace Culture // Brad Carr, Jordan Newton, SonicAire
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Get ready for an inspiring transformation story! Join us as Brad Carr, President and Founder of SonicAire, and Jordan Newton, COO, share how their company turned an unhealthy culture into a flourishing one, proving that investing in leadership, strategy, and development benefits both employees and businesses. Find full show notes here: https://bit.…
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Jonathon Jay - Why I joined Hoxton Capital Managment as Managing Director of UK Financial Planning - With Your Host Sam Oakes
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Send us a text This week on the Financial Planner Life Podcast, we welcome back Jonathon Jay who first appeared on the podcast 3.5 years ago and lots has changed since then! This is a special episode for me because I get to announce Jonathon Jay joining Hoxton Capital Management as Director of UK Financial Planning. This is the first episode in the…
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Episode 143: The Heart of Home Care: Insights from Comfort Keepers CEO Collette Gleeson
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This week on AIBF Business Talk, Elaine Carroll, AIBF CEO, chats with Collette Gleeson, CEO of Comfort Keepers Ireland, who for almost 20 years have been providing the best in-home care services to those who need it, caring for each client with the respect and dignity they would provide members of their own families. Collette discusses the core val…
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EP 165: 2024 CMA Exam Updates: What You Need to Know
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In this episode, we're diving into the 2024 updates to the CMA exam syllabus for both parts. Get ready to discover the critical changes to Financial Planning, Performance, and Analytics, as well as Strategic Financial Management. Make sure your study materials are up to date, and if you're taking notes, now’s the time to be thorough. These changes …
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Matt Verlaque, COO at SaaS Academy, on Enhancing Team Performance Through Healthy Conflict and Feedback
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In this episode, our host Aydin Mirzaee sits down with Matt Verlaque, COO of SaaS Academy and co-founder of High Speed Ventures. Matt’s unique career journey spans over a decade in firefighting and emergency services before venturing into technology and entrepreneurship. He shares how his experiences have shaped his approach to leadership and manag…
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How I 6x My Turnover as a Financial Planner - Tom Schofield of Foster Denovo shares with Sam Oakes
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Send us a text What happens when an aspiring professional rugby player swaps the field for financial advising? Join us for a conversation with Tom Schofield, a partner at Foster Denovo, who shares his compelling journey from the highs and lows of sports to carving out a successful career in the financial sector. Discover how his father's influence …
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397: Strategies for Building a Flourishing Church Through Engagement and Trust // Ashley Wooldridge, Jeff Osborne, Christ’s Church of the Valley
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Join us as we unlock the true potential of your organization with insights from Ashley Wooldridge and Jeff Osborne of Christ's Church of the Valley. Discover how they’ve built a culture of teamwork and trust, and learn practical steps to elevate your leadership and create an engaged, flourishing workplace. Find full show notes here: https://bit.ly/…
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Episode 142: From Advice to Action: EORI (UK) Founder Robert Hardy's Brexit Success
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This week on AIBF Business Talk, Elaine Carroll, AIBF CEO, chats with Robert Hardy, founder of EORI (UK). EORI (UK) specialises in handling customs formalities, allowing businesses to focus on growth across international markets. 🌍 EORI (UK) operates the Customs Clearance Consortium, a specialist agency addressing the increased transaction volume p…
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Sam Oakes Talks to Jack Dudley about his career change, from teaching to financial advice and how to get a job in financial planning.
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Send us a text What happens when you blend military precision with classroom teaching and then pivot to financial planning? Meet Jack Dudley, a former Royal Engineer and Secondary School educator, who shares his intriguing journey on this episode of the Financial Planner Life podcast. Learn how Jack transitioned from the high-pressure world of teac…
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Mark MacLeod, Startup CEO Coach, on the 3 Core CEO Duties and How to Avoid Burnout While Balancing Them
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In this engaging episode, we sit down with Mark Macleod, a seasoned CFO, VC, and angel investor whose career has significantly impacted high-growth technology companies. Mark takes us through his extensive experience, from his roles at FreshBooks and Real Ventures to founding SurePath Capital Partners. He shares invaluable lessons on the evolution …
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396: Leadership Insights with Dr. Gene Habecker: Soft Skills, Trust, and Employee Development
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In this episode, we're joined by leader and author Dr. Gene Habecker as he discusses the essential soft skills of leadership from his book. You'll gain insights on building strong marriages, creating sacred spaces, mastering the art of asking good questions, understanding the value of 360 reviews, and learning how to build trust and support employe…
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Episode 141: Harte Media: Crafting Clear, Compelling Messages for Business Success 📝
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On this week’s AIBF Business Talk, Elaine Carroll, AIBF CEO, chats with Garrett Harte, founder of Harte Media, a strategic communications consultancy specialising in media relations, reputation management, and digital engagement. 🌟 Garrett's 30-year career in startups includes launching TV3 (now Virgin Media) and Newstalk, both of whom started with…
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EP 164: How the CMA Exam is Made: A Look Behind the Scenes
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Join me as we delve into the rigorous 5-step process behind the CMA exam creation. From defining the essential skills with a job analysis to crafting and rigorously testing questions, learn how the Institute of Management Accountants ensures that the CMA exam remains a gold standard for management accountants globally. This insider look will help y…
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