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The Financial Life Coach Podcast

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.