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Adviser Lives

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Weekly interviews with IFA & Financial Planning Professionals where we learn what makes them tick, what motivates them and how they deliver outstanding service to their clients.

Weekly interviews with IFA & Financial Planning Professionals where we learn what makes them tick, what motivates them and how they deliver outstanding service to their clients.
More Information

Location:

United Kingdom

Description:

Weekly interviews with IFA & Financial Planning Professionals where we learn what makes them tick, what motivates them and how they deliver outstanding service to their clients.

Language:

English

Contact:

07773359619


Episodes

05 with George Kinder

11/27/2017
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George Kinder - internationally recognised as the father of the Life Planning movement, the Harvard-educated financial planning guru is the founder of the Kinder Institute of Life Planning. He has been a practicing financial planner and tax advisor for over 30 years. George Kinder is a poet, spiritual teacher, life planner, artist and photographer. Philip Calvert's wide-ranging interview looks into George's background and discovers what inspires him to promote Life Planning to the...

Duration: 00:39:32


04 with Martin Bamford

11/23/2017
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Martin Bamford of Cranleigh's Informed Choice Independent Financial Planning... In this wide-ranging interview, Martin explains how a combination of local activity and sponsorship, client events, book writing, podcasting, PR and even movie-making has proven to be a powerful mix to attract high quality new clients. Subscribe to the show!

Duration: 00:47:19


03 with Scott Gallacher

11/17/2017
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In the third edition of Adviser Lives, Philip Calvert talks to Scott Gallacher of Rowley Turton, Private Wealth Management. Rowley Turton is a multi award-winning firm of financial planners, and Scott describes how to use awards as a key differentiator. and to win new clients. Subscribe to the show!

Duration: 00:38:39


02 Adviser Lives with Brian Hill

11/16/2017
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In the second edition of Adviser Lives, Philip Calvert talks to Brian Hill. Wiltshire resident, Brian works with families, widows, divorcees and former military officers at the Jones Hill offices in Bradford on Avon. A former military man himself, policeman, endurance athlete, alpine ski instructor and certified non-verbal communications expert, Brian brings a range of skills and disciplines to his work as a financial planner. Subscribe to the show!

Duration: 00:44:44


01 Adviser Lives with Jeremy Squibb

11/8/2017
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In the first edition of Adviser Lives, Philip Calvert talks to Jeremy Squibb. Cornwall resident, Jeremy is Head of Life Planning for Serenity Financial Planning. A prolific blogger, Jeremy talks to us about his life in the beautiful county of Cornwall and includes examples of how life planning has transformed the lives of his clients. Subscribe to the show!

Duration: 00:53:07