The Financial Life Coach Podcast

Rage, rage against the dying of the light - Amyr Rocha-Lima

Aug 16, 2019

How he moved to a new area and started building connections and sources of new clients from scratch
Why culture is so important in a business
How he joined as a planner, is now a partner and is working on taking over the business.
Why he started a podcast focused on his local area
Why his advise to Steve is the poem...

Aug 1, 2019

We cover:

What has changed in the last year?
What is still the same?
The power of the podcast to attract staff 😎
What their plans are now
How lifelong learning is still the key to success
How change doesn’t happen quickly but by lots of small, incremental improvements.

@DomSpalding

Jun 25, 2019

Darren Cooke from Red Circle Financial Planning

why referrals are key in his business and 12% of his clients have already referred this year
why he has decided to keep his business at 100 clients and lets clients go in order to take new ones in
how he has managed to keep the business small with only a part time...

May 30, 2019

Mar 19, 2019

Book recommendation: 'It doesn’t have to be crazy at work' by Jason Fried and David Hansson

Best piece of advice: It doesn’t need to be complicated to work or add value.

Listen how:

Old Mill are building a visual jigsaw puzzle for clients to measure progress towards their goals
How they are attempting to quantify...