Financial Adviser 공개
[search 0]

Download the App!

show episodes
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
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.
 
Christopher Bulman is the leading financial adviser at Bulman Wealth Group. Chris has 15 years of experience in the financial services arena and is licensed in both securities and life insurance. Chris has helped hundreds of clients make important decisions affecting their financial futures and those of loved ones. Focusing in retirement planning, he assists clients with life insurance, long-term care insurance and income planning strategies.
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
Hosted by award-winning mortgage broker Gary Das, the Financial PRO podcast develops your knowledge to build a successful financial services business. Gary shares the ups and downs, successes and failures of building his own mortgage brokerage along with in-depth conversations with the other experts from all areas of financial services, marketing, sales, and business. The purpose of the show is to share tried and tested methods to achieve more from your business, whether it's generating lead ...
 
Do you know if you are making the right decisions for your life with your money? Are your financial plans the right ones for you? Many people don't know what they don't know about planning for their financial future. In this show Mark Singer gives tips, insights and information to help guide you in making more confident decisions that fit your life. Mark Singer CFP® and President of Safe Harbor Retirement Planning has 25 years of experience in the financial services industry. In 1990 he foun ...
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
Welcome to Talking About Retirement, where we aim to redefine retirement with your host, Damon Sugden, wealth adviser and master of financial planning at Capital Partners Private Wealth. Damon’s driving ambition is to meaningfully help people gain a sense of certainty about being able to live their best life. Talking About Retirement explores a wide range of retirement and lifestyle topics from a holistic perspective. In this series, Damon is joined by David Andrew and Barry LaValley for eac ...
 
Loading …
show series
 
“Crypto in and of itself represents access. It represents freedom. It represents inclusion and digital social justice.” “On Purpose” host Tyrone Ross returns from a Thanksgiving holiday to provide an introduction to the macro landscape in the Registered Advisor (RA) industry. As the emerging crypto industry continues to increase its relevance to cl…
 
This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so heavily in the wellbeing of his staff and why he chose to make his firm a B Corporation certified business. He explains how this has helped his staff, local community and the environment. Anthony…
 
In this episode Gary discusses what you should be doing to generate leads, clients and sales on social media during this time of a pandemic. He believes that the methods and principles that he followed back when he started would not work today and in this show he discusses the steps on how to do lead generation on social media in a modern way. What…
 
What an absolute legend! From £50k in debt with mental health and drug addiction problems to growing brokerage and a financial transformation course.There's also a lot of chat about a stray cat that you won't want to miss.Richard Crow is an absolute character and we're delighted to introduce you to him.…
 
This week Elena is joined by Leigh Dunkley, Financial Wellbeing lead at Schroders Personal Wealth. Did you know that 47% of UK adults are regularly stressed about their finances, that’s almost half of the population and that’s why Leigh is here to talk about the ‘taboo’ topic of money! Leigh explains why we should consider our financial wellbeing i…
 
In this episode Gary is with Emma Mills. She is the Managing Director of MiPA, an award-winning PA and call answering team, that saves businesses time and money. Emma’s business helps people make the most of the time that they’ve got and her team helps entrepreneurs do the tasks and things that need to happen in the business but are not necessarily…
 
Confused about bitcoin and ethereum or other cryptocurrencies in general? Parker Waldron with Skybridge explains what cryptocurrency is, how cryptocurrency works, the positive and negatives or cryptocurrency and how cryptocurrency can be used. Steve Wolff, Catherine Magaña and Parker Waldron dive deep into the hype behind cryptocurrency and how it …
 
“I love this space and all its rough edges, evolutions and spits and spats. It’s a reflection of humanity.” Jeff Garzik joins “On Purpose” host Tyrone Ross for a wide-ranging conversation on all things bitcoin. Listeners get a peek into Garzik’s journey, from his involvement in the initial stages of web journalism, to his work as an early Linux ker…
 
In this episode Emma Crossick talks to Alan Moran about investing in renewables. Did you know that investing in renewables gives you a better return on your investments than traditional investments? Actually, more than that, ethical investments are so vitally important because of the environmental issues that our planet faces.…
 
Do you have any cool gadgets? (Any software or something technical you can’t live without? Maybe something most people don’t know about why you could recommend?) Flipboard https://flipboard.com/ the ultimate news and content curation website and mobile app Quik by Go Pro https://gopro.com/en/us/shop/quik-app-video-photo-editor for fast and great lo…
 
This week Sam is joined by Will Rainey who runs a financial education website called BlueTreeSavings.com. Will is taking a break from his corporate investment career and enjoying an adventure in Vietnam with his young family. Whilst in Vietnam he has written a fun financial education book for children, Grandpa’s Fortune Fables. It’s not just kids w…
 
In this episode, Gary talks about what automating and streamlining your processes actually takes and what are the benefits to you. In May 2021 Gary restructured his coaching business because of the pandemic and that process showed why it's really important that you’re constantly refining, reviewing, tweaking and improving to interact the way you op…
 
“The future of wealth management is a non-custodial plus discretion relationship.” Host of “On Purpose” Tyrone Ross recaps his lessons learned from spending the past few weeks travelling and speaking with bank executives, RIAs, broker dealers and financial advisers across the country. Those who are already sold on crypto will resonate with Ross’ se…
 
In this episode Emma Crossick talks to Alan Moran about the differences between Life Planning and traditional Financial Planning. They also look at how Life planning is not only about your financial postion but also your aspirations for the furture.저자 Alan Moran
 
This week Sam is joined by Chartered Paraplanner Sian Davies Cole. Sian is the director of Plan Works, an outsourced Paraplanning company but she is also the co-founder of the Paraplanner Club, a free mentorship programme for current and aspiring Paraplanners to connect with mentors and mentees. Sian’s great work helps people gain community & suppo…
 
In this episode, Gary is with Siam Kidd, an ex RAF pilot that left to become a full-time trader for the last 17 years. He quickly lost everything on a silly trade and in order to get more capital to trade, he then focused his energies on the world of business. He now runs / owns 8 different businesses alongside his trading, some doing better than o…
 
“I think there is a new age of wealth coming… a massive transformation of wealth that’s occurring right now from Baby Boomers to their children.” Sean Ristau of FinTech infrastructure company Prime Trust joins “On Purpose” host Tyrone Ross for an in-depth discussion of the growing intersection between technology and finance. Ristau sees an incoming…
 
In this episode Gary is with Matt Cottle. An experienced Property Investor and Developer with a demonstrated history of working at senior level in the financial services industry, skilled in Sales, Management, Business Development and Specialist Finance. A strong real estate professional with a BA (Hons) focused in Management Accountancy, French fr…
 
“If you're just now getting started, you’re behind.” “On Purpose” host Tyrone Ross is joined by Amber McLeod, director of customer success at Onramp Invest for a conversation on adviser education in all things crypto. Whether an adviser is starting at ground zero, ready to trade or a full-blown crypto believer, there is always more to learn and a b…
 
In this episode Gary discusses the career path of mortgage advisers and the skills you need to be able to be an effective adviser. The role of a mortgage broker is more diverse than you may think, if you’re driven and goal oriented, a job as a Mortgage Adviser could be perfect for you. With daily, weekly and monthly targets to achieve you’ll have p…
 
“You’re moving from a very slow, archaic world into a fast-moving world. There’s a lot to bridge there.” Lacey Shrum, CEO of Smart Kx, joins “On Purpose” host Tyrone Ross to discuss the improvements technology can make in the adviser space, starting with the modernization of the billing process. A smarter billing system improves compliance, transpa…
 
This week we have a new host! Ali Topan will be hosting episodes on the Financial Planner Life podcast focused on mortgage careers. Ali is joined by Jon Stones, the director of Mortgage 1st. We discuss how Jon got into the industry, how he maintains harmony within his team, advice for anyone looking to be self-employed within mortgages as well as h…
 
Another legend who switched Primis for The Money Group Mr Jonathan Needham joins us as part of our Business Superhero Series.Jonathans talks candidly about mental health but we also discuss all the key parts required to build a successful brokerage. Having been there and done it for years he's a valuable source of advice for anyone wanting to grow …
 
In this episode Gary is with Spencer Lodge, Co-founder and Chairman of The Blue Sky Thinking Group (BSTG), a company valued at over 100 million dollars. He was voted as one of the Top 100 Most Influential People in Dubai and for many decades he has been making waves in the international financial services and sales industry. With over 24 years of e…
 
This week Sam is joined by financial planner Ciaran Ruttledge, 1 year into his role at Ablestoke Financial Planning. Ciaran actually contacted Sam through the podcast around a year ago and said that he wanted to become a financial planner and now he’s going to share that successful journey with us. For obvious reasons this is the perfect episode fo…
 
In this episode Gary talks about the training - or lack thereof - in the mortgage industry. Gary believes that the training for new people coming in the mortgage sector is nowhere near as good as it should be and that needs to change. The role of a Mortgage Adviser is one for which there is significant demand in the UK job market and it is one of t…
 
“On Purpose” host Tyrone Ross is joined by Ray Youssef, CEO of Paxful. Youssef brings history-backed answers to philosophical questions about the true value of money and how corruption has wormed its way into financial systems. He introduces some historical analogs to peer-to-peer networks and delves into how his own personal history led him to fou…
 
Peak Mortgages is a relatively young business but they have a hefty number of Google reviews, an enviable social media presence and the coolest office in FS!Hear how Rhys has grown his brokerage and what's in store for the future.저자 Rhys Schofield, Alex Curtis
 
In this episode Gary is with Mark Burgess. He is a successful entrepreneur, international speaker, best-selling author, TV personality and recently featured on Forbes.com. Mark has worked in and built businesses around the property sector for the past 20 years. Mark is the founder of Iceberg Digital who has offices in the UK and Asia. He is the aut…
 
Mark's business is just over a year old and it's moving at an incredible rate! He now has about 4 (we lost count) brands and websites.He's learnt SEO and some Google Ads to make sure not just he but new advises have a reliable source of leads.Let's catch up with Mark Robinson from Albion Mortgages, or is it Teacher Mortgages, no it's Willsmiths, or…
 
In this episode Gary talks about his recent mistakes whilst developing his company’s CRM system. Everyone makes mistakes. What’s more, millions of people may have experienced the same gaffes before you. It’s easy to imagine you’re the first to be unsuccessful at something, but you’re not alone. When you make an ‘error’, it is important to let yours…
 
“On Purpose” host Tyrone Ross is joined by Akin Sawyerr, Chief Innovation Officer at Onramp Invest, to discuss the changing financial landscape and associated transformation of the scope of advisers’ work. As wealth shifts from boomers to millennials, advisers need to stay on top of the developments to best assist their clients. Millennials pose tw…
 
Andy Storch is the author of Own Your Career, Own Your Life. We obviously chat about the book but we also dive into:Getting back into networking and live eventsCryptoCurrency & NFTS - Why did Andy spend $30k on a doodle of a lizard?Personal brandingHow to stop drifting through your career and start taking action!…
 
In this episode Gary is with Pete Matthew. He is a Chartered and Certified Financial Planner and Managing Director of Jacksons Wealth Management in Penzance, Cornwall. Jacksons has been serving the financial planning needs of local families and businesses since 1923, surely making it one of the longest-established private financial advice companies…
 
In this episode Emma Crossick talks to Alan Moran about how you can be in control of your finances. They discuss how Interface Financial Planning offers an online system to all of their clients (and their non-clients too) where you can see the values of all your investments, pensions, bank accounts, shares and all of your national savings (premium …
 
Host of the Mortgage Broker Broadcast and the Mortgages, Money & More podcast Mr Craig Skelton joins us to talk about creating a positive company culture.We find what makes Craig tick, what he's up to and how he's grown (and growing) his financial advice brands.저자 Craig Skelton, Alex Curtis
 
The biggest piece of advice for advisors: “Be conversant, listen, learn and lead.” Join “On Purpose” host Tyrone Ross as he addresses the recent inflection points changing the Registered Investment Advisor (RIA) space. In today's technology-focused era, zero-point-something bank account yields are no longer the most sound investment vehicles. Inves…
 
This week Sam is joined by Robert Stringer from Stringer Mann Chartered Financial Planners. Sam and Robert talk very deeply about mental health and the lack of open and honest conversations within the financial profession. Tragically Robert lost is son, Hector to suicide because he was struggling with his own mental health. Robert was able to turn …
 
In this episode Gary discusses how simple and easy it is to add a hundred grand a year to your business. Even if you're doing a million pounds, you probably know this already, but it's a super simple strategy method that seems to be overlooked. This basic principle of monitoring, measuring your digit and tracking your metrics, regardless of industr…
 
In this episode Emma Crossick talks to Alan Moran about how important funeral planning is. People like to put off things that make them uncomfortable but it is important not to ignore it because the end is unfortunately inevitable. Having a plan in place relieves alot of stress from the bereaved and makes sure that your wishes are carried out after…
 
Valerie Morris is the digital marketing superstar and author of "We're All Ears: How to increase your impact, influence, and success online in a noisy world".We find out what makes her tick and how she helps people like you.저자 Alex Curtis, Valerie Morris
 
This week Elena is joined by trainee Paraplanner Kate Evans from Lucent Financial Planning Ltd. Kate is a 2nd career-ist which means that she left a comfortable and successful career to try something completely different. Kate proves that it’s never too late to change careers and she shares with us exactly how she broke into financial planning. It …
 
Loading …

빠른 참조 가이드

Google login Twitter login Classic login