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LIBF Financial Adviser Podcast
모두 재생(하지 않음)으로 표시
Manage series 3237962
LIBF에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 LIBF 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
All LIBF podcasts are now on our main channel https://podcasters.spotify.com/pod/show/libf. For future programmes please subscribe to The LIBF Podcast.
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46 에피소드
모두 재생(하지 않음)으로 표시
Manage series 3237962
LIBF에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 LIBF 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
All LIBF podcasts are now on our main channel https://podcasters.spotify.com/pod/show/libf. For future programmes please subscribe to The LIBF Podcast.
…
continue reading
46 에피소드
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1 Ep.46: Delving into EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts) (The paraplanner series) 40:18
40:18
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좋아요40:18
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Will Clark, Reece Edwards, Sian Davies Cole and Alex Burrows. In this episode our guest speakers discuss EIS (Enterprise Investment Schemes) and VCTs (Venture Capital Trusts). This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website . Follow us on Twitter and LinkedIn .…

1 Ep. 45: The importance of having an effective ESG process in the paraplanning world (The paraplanner series) 47:26
47:26
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좋아요47:26
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury, Reece Edwards, Sian Davies Cole, Lee Coates and Alex Burrows. In this episode our guest speakers discuss all things ESG in the paraplanning world. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website . Follow us on Twitter and LinkedIn .…

1 Episode 44: The countdown to the consumer duty (The paraplanner series) 47:02
47:02
나중에 재생
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좋아요47:02
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Rob Kingsbury and Reece Edwards. In this episode our guest speakers look towards the countdown to the consumer duty and what should paraplanners be doing as part of their final preparation for consumer duty on 31st July. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website . Follow us on Twitter and LinkedIn .…

1 Episode 43: The spring budget, the autumn statement and pensions (The paraplanner series) 45:01
45:01
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좋아요45:01
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury and Reece Edwards. In this episode our guest speakers cover the spring budget and the last autumn statement changes that come in in the new tax year, along with what this means for pensions and retirement planning. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website . Follow us on Twitter and LinkedIn .…

1 Episode 42: The FCA's consultation paper and inheritance tax 56:27
56:27
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좋아요56:27
The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s Place Wealth and David Owen from The OpenWork Partnership. Here they discuss the FCA's latest consultation paper, inheritance tax, cash, happiness and doughnuts(!) For more information on our professional qualifications and to find out how you can advance your career go to our website . Book your ticket to The Mortgage Conference today! Follow us on Twitter and LinkedIn .…

1 Episode 41: Hints and tips to make life easy in the paraplanning world (The paraplanner series) 39:02
39:02
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좋아요39:02
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Reece Edwards. In this episode our guests share some tips on how to make the life of a paraplanner easier. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website . Follow us on Twitter and LinkedIn .…

1 Episode 40: The end of tax year planning podcast (The paraplanner series) 44:49
44:49
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좋아요44:49
We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and Rob Kingsbury. In this episode our guest speakers discuss the the key considerations for end of tax year planning and discuss how paraplanners can avoid the last-minute planning and the stress it can cause. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website . Follow us on Twitter and LinkedIn .…

1 Episode 39: How to develop and retain paraplanners (The paraplanner series) 50:14
50:14
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We are pleased to bring you another episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson, Rob Kingsbury and special guest Lewis Bryford. This episode looks at how to develop your role as a paraplanner, and how to best retain paraplanners. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website . Follow us on Twitter and LinkedIn .…

1 Episode 38: What's all this fuss about the Autumn Statement? 42:06
42:06
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The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s Place Wealth and Martin Clark, Landmark IFA. Here they discuss the new Chancellor, the Autumn Statement and taxation in a turbulent 2022. For more information on our professional qualifications and to find out how you can advance your career go to our website . Follow us on Twitter and LinkedIn .…

1 Episode 37: The changing face of paraplanning (The paraplanner series) 41:32
41:32
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좋아요41:32
We are pleased to bring you the eleventh episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Michelle Wilson-Stimson and special guest Lewis Bryford. This episode looks at the changing face of paraplanning, and what employers are currently looking for when recruiting paraplanners. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website . Follow us on Twitter and LinkedIn .…

1 Episode 36: What's happening in the industry at the moment Part 3: Investments 25:10
25:10
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The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. This is the final part of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment. Part three of this three part podcast explores investments, and what should advisers be thinking about when talking to their clients. Listen to part one here . Listen to part two here . For more information on our professional qualifications and to find out how you can advance your career go to our website . Follow us on Twitter and LinkedIn .…

1 Episode 35: Why clear objectives are essential for building excellent client reports (Part 2 The paraplanner series) 34:44
34:44
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좋아요34:44
We are pleased to bring you the tenth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Sarah Lees, Spencer Hopp, and special guests Kirstie White and Marian Shepherd from VoiceNotes. This is part two of a two-part special podcast on clear objectives and client reports. This episode focuses on how to get clearer objectives from clients and advisers, and how best to structure and communicate objectives back to clients. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website . Follow us on Twitter and LinkedIn .…

1 Episode 34: What's happening in the industry at the moment Part 2: Bonds and markets 35:05
35:05
나중에 재생
나중에 재생
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좋아요35:05
The podfolk are back with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. This is part two of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment. Part two of this three part podcast discusses the bonds, trusts and markets. Listen to part one here . For more information on our professional qualifications and to find out how you can advance your career go to our website . Follow us on Twitter and LinkedIn .…

1 Episode 33: Why clear objectives are essential for building excellent client reports (Part 1 The paraplanner series) 31:36
31:36
나중에 재생
나중에 재생
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좋아요31:36
We are pleased to bring you the ninth episode of our paraplanner series, hosted by Richard Cooper and with guest speakers from the world of paraplanning, Sian Davies-Cole, Rob Kingsbury, Sarah Lees, Spencer Hopp, and special guests Kirstie White and Marian Shepherd from VoiceNotes. This is part one of a two-part special podcast on clear objectives and client reports. This episode focuses on why client objectives are important in the advice and communication process, and what makes a clear objective. This is a series by paraplanners for paraplanners. Look out for episodes monthly. Find out more about our Diploma in Paraplanning on the LIBF website . Follow us on Twitter and LinkedIn .…

1 Episode 32: What's happening in the industry at the moment Part 1: Consumer duty 37:41
37:41
나중에 재생
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좋아요37:41
The podfolk are back with again with a new financial adviser podcast. John is joined by Nicola Barker from St. James’s place wealth, David Owen from Lifetime Connect and Martin Clark, Landmark IFA. This is part one of a three-part special podcast on all things consumer duty, bonds, markets, and investments – all the important stuff going on in our industry at the moment. Part one of this three part podcast discusses the new regulation legislation, consumer duty. For more information on our professional qualifications and to find out how you can advance your career go to our website . Follow us on Twitter and LinkedIn .…
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