About This Show
There’s a lot of financial planners out there doing awesome things in their business. We’re not talking fancy new retirement strategies or investment products. We’re talking business building, systems, marketing, client experience and becoming more referable. But we don’t hear about them often. And we want to change that. Planner Pulse is a weekly interview with a financial planner or someone else in the profession, to delve into their knowledge and business. We’ll be discussing the tactics, the strategies and the mindset it takes to build or be part of a successful financial planning business.
Most Recent Episode
PP 042: ADVISER PROFILE – Remembering Lawrence Shamrakov
On 20 January 2016, Lawrence Shamrakov, a young financial adviser, lost his life in an accident while cycling to work on a busy road just outside of Melbourne. He was just 25 and left behind his wife, his future first daughter, family, friends, and his business partner at Adapt Wealth Management, Reuben Zelwer.In this episode, Reuben reflects on what it was like working with Lawrence, shares how they came to work together, and what we can learn from a young adviser with an attitude to work and life that earned him a great deal of respect from his peers.
Listen and learnIn this episode, we talk about:Lawrence’s path in financial planning – how he got to where he was, what he was like and what he contributedHow Lawrence and Reuben met, and how they came to start working togetherHow Lawrence become a partner at such a young age (24) What areas Lawrence really excelled inWhat Reuben learned from LawrenceHow Reuben is managing the change in their business, and who is providing help and supportWhat the path forward looks like for Adapt WealthPeople on this episode