Financiallifecoach Podcasts

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The Financial Life Coach Podcast

The Financial Planning Training Academy

4y ago4y ago

Monthly

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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show series

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Man’s search for Significance and Purpose - with Jason Butler 1:13:13

4y ago1:13:13

1:13:13

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

4y ago1:16:35

1:16:35

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

4y ago1:13:02

1:13:02

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_MSBy Financial Planning Training Academy

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It’s all the planning - Neil & Helen Bailey 1:26:44

4y ago1:26:44

1:26:44

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

4y ago1:09:19

1:09:19

@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 tipsBy 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

4+ y ago1:25:43

1:25:43

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

4+ y ago1:08:01

1:08:01

By Financial Planning Training Academy

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All good things come to those that wait - Damien Rylett 1:27:27

4+ y ago1:27:27

1:27:27

By Financial Planning Training Academy

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To buy or to sell. That is the question - Rob Stevenson 1:05:39

4+ y ago1:05:39

1:05:39

By Financial Planning Training Academy

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Season 3 - Intro 4:24

4+ y ago4:24

4:24

By Financial Planning Training Academy

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An insatiable appetite for learning - David Hearne 38:13

4+ y ago38:13

38:13

By Financial Planning Training Academy

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The return of the CFP - Jackie Lockie 54:28

4+ y ago54:28

54:28

By Financial Planning Training Academy

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Rage, rage against the dying of the light - Amyr Rocha-Lima 1:25:24

5y ago1:25:24

1:25:24

By Financial Planning Training Academy

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Financial Life Coach Podcast meets Dom & John from Expert Wealth 1:19:54

5y ago1:19:54

1:19:54

By Financial Planning Training Academy

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Small is beautiful with Darren Cooke 1:49:02

5y ago1:49:02

1:49:02

By Financial Planning Training Academy

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Money coaching and financial planning with Catherine Morgan 1:29:29

5y ago1:29:29

1:29:29

By Financial Planning Training Academy

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The Financial Planning Jigsaw Puzzle - Duncan Parkes 1:16:27

5+ y ago1:16:27

1:16:27

By Financial Planning Training Academy

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Mastery of working with professional connections - Natalie Wright from Mazars 1:20:22

5+ y ago1:20:22

1:20:22

By Financial Planning Training Academy

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Building an enterprise island - Financial Life Coach Podcast meets Nick Crabbe 1:12:36

5+ y ago1:12:36

1:12:36

By Financial Planning Training Academy

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Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis 1:00:52

5+ y ago1:00:52

1:00:52

By Financial Planning Training Academy

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Financial Life Coach Podcast meets Alasdair Walker 1:04:32

5+ y ago1:04:32

1:04:32

By Financial Planning Training Academy

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Feeding the hungry graduate monster - Financial Life Coach Podcast meets Barry Horner 1:06:42

5+ y ago1:06:42

1:06:42

By Financial Planning Training Academy

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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

5+ y ago1:10:43

1:10:43

By Financial Planning Training Academy

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Financial Life Coach Podcast meets Jessamy Walker 1:11:33

5+ y ago1:11:33

1:11:33

By Financial Planning Training Academy

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Year two and beyond with @Matt_Aitchison - Financial Life Coach Podcast 1:10:07

5+ y ago1:10:07

1:10:07

By Financial Planning Training Academy

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Announcing Season 2 - What will we cover? 2:44

5+ y ago2:44

2:44

By Financial Planning Training Academy

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Financial Life Coach Podcast meets Rich Ellis & Nick Davies 1:02:58

6y ago1:02:58

1:02:58

By Financial Planning Training Academy

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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

6y ago1:16:29

1:16:29

By Financial Planning Training Academy

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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

6y ago1:13:23

1:13:23

By Financial Planning Training Academy

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Financial Life Coach Podcast meets Kevin Deamer - Providing true wealth management 1:45:46

6y ago1:45:46

1:45:46

By Financial Planning Training Academy

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Podcast w Craig Palfrey @penguinwm - First South Wales and then the world 1:13:48

6y ago1:13:48

1:13:48

By Financial Planning Training Academy

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Podcast w Lee Robertson @leerobertsonIQ - What scares you financially? 53:28

6y ago53:28

53:28

By Financial Planning Training Academy

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Books, podcasts and family businesses - Financial Life Coach Podcast with Russ Haworth 1:04:28

6+ y ago1:04:28

1:04:28

By Financial Planning Training Academy

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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

6+ y ago1:07:03

1:07:03

By Financial Planning Training Academy

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Leaking the truth - Financial Life Coach Podcast meets Nick Taylor 1:04:30

6+ y ago1:04:30

1:04:30

By Financial Planning Training Academy

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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

6+ y ago1:01:59

1:01:59

By Financial Planning Training Academy

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We are the one thing between clients and stupid! - Podcast with Nick Lincoln 1:12:48

6+ y ago1:12:48

1:12:48

By Financial Planning Training Academy

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How to make the most of every minute - Financial Life Coach Podcast with Pete Matthew 1:09:15

6+ y ago1:09:15

1:09:15

By Financial Planning Training Academy

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It maybe Elton time but it’s not beach and piña coladas yet for Ruth Sturkey 1:10:38

6+ y ago1:10:38

1:10:38

By Financial Planning Training Academy

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Financial Life Coaching in a large practice - Stephen Jones 1:00:31

6+ y ago1:00:31

1:00:31

By Financial Planning Training Academy

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Financial Life Coach Podcast meets Michael Smith 1:17:54

6+ y ago1:17:54

1:17:54

By Financial Planning Training Academy

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Financial Life Coach Podcast meets Tamsin Caine 40:09

6+ y ago40:09

40:09

By Financial Planning Training Academy

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Financial Life Coach Podcast with Justin King 1:08:59

6+ y ago1:08:59

1:08:59

By Financial Planning Training Academy

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Why self awareness is the key to successful client relationships - Financial Life Coach Podcast with Tina Weeks 1:05:22

6+ y ago1:05:22

1:05:22

By Financial Planning Training Academy

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'The art of slow planning’ - Financial Life Coach Podcast with Damien Rylett 1:01:00

6+ y ago1:01:00

1:01:00

By Financial Planning Training Academy

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Give and you shall receive - Sharon Sutton at Financial Life Coach Podcast 55:31

6+ y ago55:31

55:31

By Financial Planning Training Academy

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Great financial planning can change your life - Robert Caplan with Financial Life Coach Podcast 1:01:30

6+ y ago1:01:30

1:01:30

By Financial Planning Training Academy

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How Jason Butler has squeezed the orange over the last 25 years 56:16

6+ y ago56:16

56:16

By Financial Planning Training Academy

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Marlene Outrim meets Financial Life Coach Podcast 51:55

6+ y ago51:55

51:55

By Financial Planning Training Academy

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Max Keeling meets Financial Life Coach Podcast 1:11:05

6+ y ago1:11:05

1:11:05

By Financial Planning Training Academy - Financiallifecoach

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