David Hearne @dontdelay from Satis Asset Management Snippet: Full episode
Featured podcasts: Dom Spalding & John Hunt
This month’s featured podcast is with Dom Spalding & Jonathan Hunt…
What is the Adviser Gap?
To subscribe in iTunes, please search for The Adviser Gap Podcast For Spotify, click here There are many talking points up for debate in the world of financial planning; active vs passive investing, charging based on assets or flat fees, life planning or financial advice? You’ve probably heard and read many a discussion or blog post on these topics and …
Nick Lincoln & Sam Sloma
This month’s featured pods from our Financial Life Coach Podcast Nick Lincoln from Values to Vision Financial Planning @hattipnick Sam Sloma from Engage FS @samsloma1 Nick Lincoln from Values to Vision Financial Planning @hattipnick Sam Sloma from Engage FS @samsloma1 Subscribe to our Podcast
Featured podcasts: Max Keeling & Ruth Sturkey
This month’s featured pods from our Financial Life Coach Podcast Max Keeling from Ignite @_maxkeeling Ruth Sturkey from Paradigm Norton @ruthsturkey Subscribe to our Podcast
Podcast tasters from Marlene & Adam
Here are a couple of tasters from our Financial Life Coach Podcast – have a listen and do subscribe to our podcasts by clicking the button below! Marlene Outrim from UNIQ Family Wealth: @UNIQfw Adam Carolan from Xentum: @adam_xentum Subscribe To Our Podcast
Authenticity above all
By Damien Rylett: “In my last article, I discussed the importance of positioning before a meeting takes place. This article continues this theme before we move into the meat of the actual meeting.
Your messaging extends beyond your “official” company communications to your entire public persona. It all has to fit together. Constantly ask yourself: What does your website, messaging, social media, etc. say about you? Is your self-presentation, even…
Financial Life Coach Podcast meets Brian Hill
Listen to Steve Martin discuss with Brian “Why he helps clients to do something important to them” and other subjects
Financial Life Coach Podcast meets Adam Carolan
Steve and Adam on our podcast discussing “Why getting to know clients takes time” and various other subjects