title

The Financial Life Coach Podcast

The Financial Planning Training Academy

2
Followers
3
Plays
The Financial Life Coach Podcast
The Financial Life Coach Podcast

The Financial Life Coach Podcast

The Financial Planning Training Academy

2
Followers
3
Plays
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About Us

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.

Latest Episodes

Rage, rage against the dying of the light

* How he moved to a new area and started building connections and sources of new clients from scratch * Why culture is so important in a business * How he joined as a planner, is now a partner and is working on taking over the business. * Why he started a podcast focused on his local area * Why his advise to Steve is the poem “Do Not Go Gentle into That Good Night”, by Dylan Thomas @A_rochalima

85 MINAUG 16
Comments
Rage, rage against the dying of the light

Financial Life Coach Podcast meets Dom & John from Expert Wealth

We cover: * What has changed in the last year? * What is still the same? * The power of the podcast to attract staff * What their plans are now * How lifelong learning is still the key to success * How change doesn’t happen quickly but by lots of small, incremental improvements. @DomSpalding @TheWealthExpert

79 MINAUG 2
Comments
Financial Life Coach Podcast meets Dom & John from Expert Wealth

Small is beautiful with Darren Cooke

Darren Cooke from Red Circle Financial Planning * why referrals are key in his business and 12% of his clients have already referred this year * why he has decided to keep his business at 100 clients and lets clients go in order to take new ones in * how he has managed to keep the business small with only a part time admin and an outsourced paraplanner supporting his office manager / wife * why he believes being passionate about people is key to being a good Financial Planner @redcirclefp

109 MINJUN 26
Comments
Small is beautiful with Darren Cooke

Money coaching and financial planning with Catherine Morgan

* Patti Dobrowolski - draw your future Magic Charts * Way of Life - wayoflifeapp.com app for new habits * Jojo Graham - https://jojograham.com social marketing coach * Emma Drew - https://emmadrew.info money blogger and website busting * Grace Lever - https://www.gracelever.com social media training CRM - 17 hats * Anthea - First Knowledge. Helped with the video content for the Evergreen course.

89 MINMAY 30
Comments
Money coaching and financial planning with Catherine Morgan

The Financial Planning Jigsaw Puzzle

Best piece of advice: It doesn’t need to be complicated to work or add value. Listen how: * Old Mill are building a visual jigsaw puzzle for clients to measure progress towards their goals * How they are attempting to quantify and demonstrate their value and the benefits of financial planning * How they have built their own cash flow modelling tool * The resources they are dedicating to the change of back office systems @OldMillAFP

76 MINMAR 20
Comments
The Financial Planning Jigsaw Puzzle

Mastery of working with professional connections - Natalie Wright from Mazars

We discuss why Natalie focuses on: * Trying to help * Her experience of seeing clients all the way through to a successful exit from their business * How to filter / interview other professionals * Why being inquisitive is crucial * How she uses her ‘10 things for the year’ approach @Nwright_CFP

80 MINMAR 8
Comments
Mastery of working with professional connections - Natalie Wright from Mazars

Building an enterprise island - Financial Life Coach Podcast meets Nick Crabbe

Nick and I discuss * Building an enterprise island * Why he is most proud of his team at Manse * Why he recommends that we all ‘leave our ego at the door’ * Why new planners need to get really qualified as soon as possible Nick is on Twitter:@nickcrabbe

72 MINFEB 20
Comments
Building an enterprise island - Financial Life Coach Podcast meets Nick Crabbe

Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis

Book recommendation - Factfulness by Dr Hans Rosling * Best piece of advice - Don’t be the professional footballer who didn’t make it. * Listen how First Wealth are building tools to help scale their business and deliver better outcomes for clients. * What they are doing this year to increase new enquiries. * How they have restructured their business so the owners can concentrate on what matters most. * What matters most for you? See: https://firstwealth.co.uk/resources/lifegoals/ @AJVillis

60 MINJAN 30
Comments
Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis

Financial Life Coach Podcast meets Alasdair Walker

Book recommendations: * Thinking Fast and Slow - Daniel Kahneman * Misbehaving - Richard Thaler We learn how: * Alasdair is pushing forward a 40 year old firm on the tenets of pure financial planning, technical expertise and investment management. * About his plans to double turnover within 5 years. * How he is driving effiencies through the use of technology. * His tips for young aspiring financial planning business owners.

64 MIN2018 DEC 19
Comments
Financial Life Coach Podcast meets Alasdair Walker

Feeding the hungry graduate monster - Financial Life Coach Podcast meets Barry Horner

Damien Rylett interviewsBarry Horner of Paradigm Norton * Attracting graduates with the right values and culture * How to measure staff happiness * How to retain staff with opportunity and a clearly defined career map * How the firm has used a Client Board to grow the firm and deliver a first class service * How the firm structures its team * How Barry only does what he can do (and enjoys it!) * The firm plans to have 2021 clients by 2021 @paradigmnorton

66 MIN2018 DEC 5
Comments
Feeding the hungry graduate monster - Financial Life Coach Podcast meets Barry Horner

Latest Episodes

Rage, rage against the dying of the light

* How he moved to a new area and started building connections and sources of new clients from scratch * Why culture is so important in a business * How he joined as a planner, is now a partner and is working on taking over the business. * Why he started a podcast focused on his local area * Why his advise to Steve is the poem “Do Not Go Gentle into That Good Night”, by Dylan Thomas @A_rochalima

85 MINAUG 16
Comments
Rage, rage against the dying of the light

Financial Life Coach Podcast meets Dom & John from Expert Wealth

We cover: * What has changed in the last year? * What is still the same? * The power of the podcast to attract staff * What their plans are now * How lifelong learning is still the key to success * How change doesn’t happen quickly but by lots of small, incremental improvements. @DomSpalding @TheWealthExpert

79 MINAUG 2
Comments
Financial Life Coach Podcast meets Dom & John from Expert Wealth

Small is beautiful with Darren Cooke

Darren Cooke from Red Circle Financial Planning * why referrals are key in his business and 12% of his clients have already referred this year * why he has decided to keep his business at 100 clients and lets clients go in order to take new ones in * how he has managed to keep the business small with only a part time admin and an outsourced paraplanner supporting his office manager / wife * why he believes being passionate about people is key to being a good Financial Planner @redcirclefp

109 MINJUN 26
Comments
Small is beautiful with Darren Cooke

Money coaching and financial planning with Catherine Morgan

* Patti Dobrowolski - draw your future Magic Charts * Way of Life - wayoflifeapp.com app for new habits * Jojo Graham - https://jojograham.com social marketing coach * Emma Drew - https://emmadrew.info money blogger and website busting * Grace Lever - https://www.gracelever.com social media training CRM - 17 hats * Anthea - First Knowledge. Helped with the video content for the Evergreen course.

89 MINMAY 30
Comments
Money coaching and financial planning with Catherine Morgan

The Financial Planning Jigsaw Puzzle

Best piece of advice: It doesn’t need to be complicated to work or add value. Listen how: * Old Mill are building a visual jigsaw puzzle for clients to measure progress towards their goals * How they are attempting to quantify and demonstrate their value and the benefits of financial planning * How they have built their own cash flow modelling tool * The resources they are dedicating to the change of back office systems @OldMillAFP

76 MINMAR 20
Comments
The Financial Planning Jigsaw Puzzle

Mastery of working with professional connections - Natalie Wright from Mazars

We discuss why Natalie focuses on: * Trying to help * Her experience of seeing clients all the way through to a successful exit from their business * How to filter / interview other professionals * Why being inquisitive is crucial * How she uses her ‘10 things for the year’ approach @Nwright_CFP

80 MINMAR 8
Comments
Mastery of working with professional connections - Natalie Wright from Mazars

Building an enterprise island - Financial Life Coach Podcast meets Nick Crabbe

Nick and I discuss * Building an enterprise island * Why he is most proud of his team at Manse * Why he recommends that we all ‘leave our ego at the door’ * Why new planners need to get really qualified as soon as possible Nick is on Twitter:@nickcrabbe

72 MINFEB 20
Comments
Building an enterprise island - Financial Life Coach Podcast meets Nick Crabbe

Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis

Book recommendation - Factfulness by Dr Hans Rosling * Best piece of advice - Don’t be the professional footballer who didn’t make it. * Listen how First Wealth are building tools to help scale their business and deliver better outcomes for clients. * What they are doing this year to increase new enquiries. * How they have restructured their business so the owners can concentrate on what matters most. * What matters most for you? See: https://firstwealth.co.uk/resources/lifegoals/ @AJVillis

60 MINJAN 30
Comments
Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis

Financial Life Coach Podcast meets Alasdair Walker

Book recommendations: * Thinking Fast and Slow - Daniel Kahneman * Misbehaving - Richard Thaler We learn how: * Alasdair is pushing forward a 40 year old firm on the tenets of pure financial planning, technical expertise and investment management. * About his plans to double turnover within 5 years. * How he is driving effiencies through the use of technology. * His tips for young aspiring financial planning business owners.

64 MIN2018 DEC 19
Comments
Financial Life Coach Podcast meets Alasdair Walker

Feeding the hungry graduate monster - Financial Life Coach Podcast meets Barry Horner

Damien Rylett interviewsBarry Horner of Paradigm Norton * Attracting graduates with the right values and culture * How to measure staff happiness * How to retain staff with opportunity and a clearly defined career map * How the firm has used a Client Board to grow the firm and deliver a first class service * How the firm structures its team * How Barry only does what he can do (and enjoys it!) * The firm plans to have 2021 clients by 2021 @paradigmnorton

66 MIN2018 DEC 5
Comments
Feeding the hungry graduate monster - Financial Life Coach Podcast meets Barry Horner
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