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The Financial Life Coach Podcast

May 23, 2018

  • Fantastic advice to new firms, start-ups and potentially everyone!
  • What Craig did to generate clients from Penguin when it opened and what he would do if he had to start again now.
  • Why Craig is opening Penguin Legal and the Penguin Accountancy
  • The importance of external input
  • Why he loves MDRT
  • Why he recommends 'They...

May 18, 2018

Lee covers

  • Why he refers to the best in old, AUM, terminology but it’s a 100% modern Financial Planning business.
  • Why benchmarking is crucial both of investment performance and company performance
  • Why you should always ask: “Is there anything we should be doing for you that we aren’t?”
  • Why nothing else matters...