Claim OwnershipThe Financial Life Coach Podcast
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Description
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.
54 Episodes
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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.
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 Family Wealth @UNIQfw
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_MS
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
@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 tips
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
Barry Horner - CEO - Paradigm Norton @paradigmnorton Damien discusses with Barry how the firm has grown to an £8M turnover professional services firm. The two types of acquisition the firm have made. How they joined forces with the Red House. The lessons learned. How selling the firm to an EOT has ticked so many boxes.
Damien Rylett - CEO- Brunel Capital Partners @damienrylett In this episode I speak to Damien about the acquisition his firm made in 2016. We discuss the challenges he faced and overcame, what went well and what he would do differently next time. We hear how the deal was valued and funded and how an SPA can be amended afterwards, to reflect the real world.
Rob Stevenson kingmakersgroup.co.uk @RobS_Kingmakers We chat through the current market for buyers and sellers We discuss traditional and new sources of funding for purchases We touch on some of the challenges facing the profession in terms of retirement and demographics. Rob shares his thoughts on the metrics being used to value financial advice businesses
Have a sneak peak into Season 3 of Financial Life Coach Podcast with Damien Rylett
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
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
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
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. @themoneypanel
Book recommendation: 'It doesn't have to be crazy at work' by Jason Fried and David Hansson 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
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
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
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. How they are setting more achievable goals with clients to create a feeling of progress. What matters most for you? See: https://firstwealth.co.uk/resources/lifegoals/ @AJVillis
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.
Damien Rylett interviews Barry 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
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