The Financial Life Coach Podcast
About This Show
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.
Most Recent Episode
Financial Life Coaching in a large practice
Stephen Jones from Cooper Parry Wealth
* How adopting Financial Life Coaching approach has increased AUM from £50mill to £500 mill in 7 years
* Why £500mill isn’t nearly enough and what the goal for Copper Parry wealth is now
* Why Costa / Starbucks, a giant pink bull and a running track creates perfect environment for clients and staff
* Why 80/20 is the flexibility provided to planners and that the flexing is for clients...
Episodes of This Show
Dec 20 2017
Dec 7 2017
Dec 1 2017