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.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Man’s search for Significance and Purpose - with Jason Butler
1:13:13
1:13:13
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
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.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
“If at first you don’t succeed.....” - Marlene Outrim
1:16:35
1:16:35
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
True entrepreneurs seek and live for the challenge - with Michael Smith
1:13:02
1:13:02
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
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_MSद्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
It’s all the planning - Neil & Helen Bailey
1:26:44
1:26:44
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Boiling The Frog Slowly - with Ruth Sturkey
1:09:19
1:09:19
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
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 tipsद्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Lee Robertson - selling to the team, protecting the business for them and their clients
1:25:43
1:25:43
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
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…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mergers, acquisitions and EOT’s - Barry Horner
1:08:01
1:08:01
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:08:01
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
All good things come to those that wait - Damien Rylett
1:27:27
1:27:27
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:27:27
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
To buy or to sell. That is the question - Rob Stevenson
1:05:39
1:05:39
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:05:39
द्वारा Financial Planning Training Academy
…
continue reading
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
An insatiable appetite for learning - David Hearne
38:13
38:13
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
38:13
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The return of the CFP - Jackie Lockie
54:28
54:28
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
54:28
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Rage, rage against the dying of the light - Amyr Rocha-Lima
1:25:24
1:25:24
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:25:24
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Life Coach Podcast meets Dom & John from Expert Wealth
1:19:54
1:19:54
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:19:54
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Small is beautiful with Darren Cooke
1:49:02
1:49:02
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:49:02
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Money coaching and financial planning with Catherine Morgan
1:29:29
1:29:29
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:29:29
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Financial Planning Jigsaw Puzzle - Duncan Parkes
1:16:27
1:16:27
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:16:27
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Mastery of working with professional connections - Natalie Wright from Mazars
1:20:22
1:20:22
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:20:22
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Building an enterprise island - Financial Life Coach Podcast meets Nick Crabbe
1:12:36
1:12:36
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:12:36
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis
1:00:52
1:00:52
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:00:52
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Life Coach Podcast meets Alasdair Walker
1:04:32
1:04:32
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:04:32
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Feeding the hungry graduate monster - Financial Life Coach Podcast meets Barry Horner
1:06:42
1:06:42
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:06:42
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:10:43
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Life Coach Podcast meets Jessamy Walker
1:11:33
1:11:33
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:11:33
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Year two and beyond with @Matt_Aitchison - Financial Life Coach Podcast
1:10:07
1:10:07
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:10:07
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Announcing Season 2 - What will we cover?
2:44
2:44
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
2:44
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Life Coach Podcast meets Rich Ellis & Nick Davies
1:02:58
1:02:58
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:02:58
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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
1:16:29
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:16:29
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:13:23
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Life Coach Podcast meets Kevin Deamer - Providing true wealth management
1:45:46
1:45:46
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:45:46
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Podcast w Craig Palfrey @penguinwm - First South Wales and then the world
1:13:48
1:13:48
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:13:48
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Podcast w Lee Robertson @leerobertsonIQ - What scares you financially?
53:28
53:28
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
53:28
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Books, podcasts and family businesses - Financial Life Coach Podcast with Russ Haworth
1:04:28
1:04:28
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:04:28
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:07:03
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Leaking the truth - Financial Life Coach Podcast meets Nick Taylor
1:04:30
1:04:30
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:04:30
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
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
1:01:59
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:01:59
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
We are the one thing between clients and stupid! - Podcast with Nick Lincoln
1:12:48
1:12:48
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:12:48
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to make the most of every minute - Financial Life Coach Podcast with Pete Matthew
1:09:15
1:09:15
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:09:15
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
It maybe Elton time but it’s not beach and piña coladas yet for Ruth Sturkey
1:10:38
1:10:38
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:10:38
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Life Coaching in a large practice - Stephen Jones
1:00:31
1:00:31
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:00:31
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Life Coach Podcast meets Michael Smith
1:17:54
1:17:54
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:17:54
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Life Coach Podcast meets Tamsin Caine
40:09
40:09
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
40:09
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Financial Life Coach Podcast with Justin King
1:08:59
1:08:59
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:08:59
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why self awareness is the key to successful client relationships - Financial Life Coach Podcast with Tina Weeks
1:05:22
1:05:22
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:05:22
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
'The art of slow planning’ - Financial Life Coach Podcast with Damien Rylett
1:01:00
1:01:00
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:01:00
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Give and you shall receive - Sharon Sutton at Financial Life Coach Podcast
55:31
55:31
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
55:31
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Great financial planning can change your life - Robert Caplan with Financial Life Coach Podcast
1:01:30
1:01:30
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:01:30
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How Jason Butler has squeezed the orange over the last 25 years
56:16
56:16
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
56:16
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Marlene Outrim meets Financial Life Coach Podcast
51:55
51:55
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
51:55
द्वारा Financial Planning Training Academy
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Max Keeling meets Financial Life Coach Podcast
1:11:05
1:11:05
बाद में चलाएं
बाद में चलाएं
सूचियाँ
पसंद
पसंद
1:11:05
द्वारा Financial Planning Training Academy - Financiallifecoach
…
continue reading