Man's search for Significance and Purpose - with Jason Butler
Jason Butler @jbthewealthman www.Jason-butler.com www.generationnext.uk We hear why Jason had to "move on" from the firm that he founded Abo...
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The Financial Life Coach Podcast
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...
Episodes
20 of 55 episodes"If at first you don't succeed....." - Marlene Outrim
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...
True entrepreneurs seek and live for the challenge - with Michael Smith
Why Michael started buying businesses as soon as he opened his business Why he is a true entrepreneur How he designs and maintains his cultu...
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True entrepreneurs seek and live for the challenge - with Michael Smith
Why Michael started buying businesses as soon as he opened his business Why he is a true entrepreneur How he designs and maintains his cultu...
It's all the planning - Neil & Helen Bailey
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...
Boiling The Frog Slowly - with Ruth Sturkey
@RuthSturkey Learn how Ruth built The Red House Ruth explains the drivers behind and motivations for her exit She shares how Paradigm Norton...
Lee Robertson - selling to the team, protecting the business for them and their clients
Lee's advice when you are planning to sell and exit your business Start early Have grown up discussions Have those facilitated by the compan...
Mergers, acquisitions and EOT's - Barry Horner
Barry Horner - CEO - Paradigm Norton @paradigmnorton Damien discusses with Barry how the firm has grown to an £8M turnover professional serv...
All good things come to those that wait - Damien Rylett
Damien Rylett - CEO- Brunel Capital Partners @damienrylett In this episode I speak to Damien about the acquisition his firm made in 2016. We...
To buy or to sell. That is the question - Rob Stevenson
Rob Stevenson kingmakersgroup.co.uk @RobS_Kingmakers We chat through the current market for buyers and sellers We discuss traditional and ne...
Season 3 - Intro
Have a sneak peak into Season 3 of Financial Life Coach Podcast with Damien Rylett
An insatiable appetite for learning - David Hearne
David Hearne Satis Wealth Management @dontdelay Hear why David decided to take the new Level 7 CFP David tells us why he did it as well as w...
The return of the CFP - Jackie Lockie
Jackie Lockie Head of Financial Planning CISI @jacquelineloc15 We cover: What is the new CFP? What has changed? Why it is a much better sy...
Rage, rage against the dying of the light - Amyr Rocha-Lima
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 busines...
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 H...
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...
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 soc...
The Financial Planning Jigsaw Puzzle - Duncan Parkes
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 comp...
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 busin...
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 t...