The Financial Life Coach Podcast
Business & Economics Podcasts
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.
Location:
United States
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.
Language:
English
Website:
http://fptraining.academy
Episodes
Man’s search for Significance and Purpose - with Jason Butler
9/10/2020
Jason Butler
@jbthewealthman
www.Jason-butler.com
www.generationnext.uk
Duration:01:13:13
“If at first you don’t succeed.....” - Marlene Outrim
8/29/2020
Marlene Outrim
Founder and Managing Director
UNIQ Family Wealth
@UNIQfw
Duration:01:16:35
True entrepreneurs seek and live for the challenge - with Michael Smith
7/21/2020
@Chamberlyns_MS
Duration:01:13:02
It’s all the planning - Neil & Helen Bailey
5/7/2020
Neil & Helen Bailey
@Fortitude_Neil
Fortitude Financial Planning
Duration:01:26:44
Boiling The Frog Slowly - with Ruth Sturkey
4/30/2020
@RuthSturkey
Duration:01:09:19
Lee Robertson - selling to the team, protecting the business for them and their clients
4/8/2020
Lee's advice when you are planning to sell and exit your business
@leerobertson64
Duration:01:25:43
Mergers, acquisitions and EOT’s - Barry Horner
3/11/2020
Barry Horner - CEO - Paradigm Norton
@paradigmnorton
Duration:01:08:01
All good things come to those that wait - Damien Rylett
2/26/2020
Damien Rylett - CEO- Brunel Capital Partners
@damienrylett
Duration:01:27:27
To buy or to sell. That is the question - Rob Stevenson
2/12/2020
Rob Stevenson
kingmakersgroup.co.uk
@RobS_Kingmakers
Duration:01:05:39
Season 3 - Intro
2/5/2020
Have a sneak peak into Season 3 of Financial Life Coach Podcast with Damien Rylett
Duration:00:04:24
An insatiable appetite for learning - David Hearne
2/3/2020
David Hearne
Satis Wealth Management
@dontdelay
Duration:00:38:13
The return of the CFP - Jackie Lockie
1/27/2020
Jackie Lockie
Head of Financial Planning
CISI
@jacquelineloc15
We cover:
Duration:00:54:28
Rage, rage against the dying of the light - Amyr Rocha-Lima
8/16/2019
@A_rochalima
Duration:01:25:24
Financial Life Coach Podcast meets Dom & John from Expert Wealth
8/1/2019
We cover:
@DomSpalding
@TheWealthExpert
Duration:01:19:54
Small is beautiful with Darren Cooke
6/25/2019
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
Duration:01:49:02
Money coaching and financial planning with Catherine Morgan
5/30/2019
Duration:01:29:29
The Financial Planning Jigsaw Puzzle - Duncan Parkes
3/19/2019
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:
@OldMillAFP
Duration:01:16:27
Mastery of working with professional connections - Natalie Wright from Mazars
3/7/2019
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
Duration:01:20:22
Building an enterprise island - Financial Life Coach Podcast meets Nick Crabbe
2/20/2019
Nick and I discuss
Nick is on Twitter: @nickcrabbe
Duration:01:12:36
Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis
1/29/2019
Book recommendation - Factfulness by Dr Hans Rosling
@AJVillis
Duration:01:00:52