Preview Mode Links will not work in preview mode

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...