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The Financial Life Coach Podcast

Nov 14, 2018

David and I discuss

  • How he moved his Lifestyle business to a “proper business”
  • The help he had from his management consultant son
  • The driver behind the decision
  • The two best decisions he has made along the way
  • We discuss some of the specific things he has implemented in the business
  • Most importantly we talk about...

Nov 7, 2018

Jess and I discuss

  • How she transitioned from an IFA to a financial planning business owner
  • We discuss the challenges she faced with existing clients
  • She explains how she doubled her clients' fees from 0.5% to 1% per annum by showing them what she was now going to do for them
  • We discuss her evangelical approach and how...