The Financial Life Coach Podcast

Nov 22, 2017

• How to set client expectations without even knowing it
• The importance of listening and challenging
• Why ‘slow planning’ develops a better long term relationship
• How to look for the underlying objective through deeper questioning
• Why understanding your own values is crucial
• Why living your own values is essential for...

Nov 15, 2017

• Why free FP seminars were the best thing Thornton ever did
• How she has adopted the training from the Inspiring Adviser program into her own scripts and process
• The unexpected benefits of setting up a client advisory board
• Why Thornton will see anyone who wants to come in for an initial meeting
• Why you mustn’t...

Nov 13, 2017

• Why great financial planning can change your life
• How Rob and Anthony plan to build a billion pound business
• The importance of scripting
• Why living authentically is important
• Why Paul Armson is a gateway drug!
• Why he opens with ‘what led you to seek financial advice’?
• What Rob believes is the incredible opportunity...

Nov 10, 2017

• Why having no natural chemistry or empathy wasn’t an issue in his career
• What he means by being like ‘a friendly John McLean’ (from Die Hard!)
• Why your personal motive is the most important factor in your professional life
• Why the initial contact with the office shouldn’t be held by you / the planner
• Why the...

Nov 8, 2017

• Why you must treat everyone as unique and with an open mind and conduct meetings with no preconceptions
• Why the only background you should remember about someone is their name
• Why families are the key structures and influencers in the lives of our clients
• Why building rapport is not about your shared interest in...