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The Financial Life Coach Podcast

Mar 11, 2020

Barry Horner - CEO - Paradigm Norton


  • Damien discusses with Barry how the firm has grown to an £8M turnover professional services firm.
  • The two types of acquisition the firm have made.
  • How they joined forces with the Red House.
  • The lessons learned.
  • How selling the firm to an EOT has ticked so many boxes.

Feb 12, 2020

Rob Stevenson

  • We chat through the current market for buyers and sellers
  • We discuss traditional and new sources of funding for purchases
  • We touch on some of the challenges facing the profession in terms of retirement and demographics.
  • Rob shares his thoughts on the metrics being...

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...

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

  • Patti Dobrowolski - draw your future Magic Charts
  • Way of Life - app for new habits
  • Jojo Graham - social marketing coach
  • Emma Drew - money blogger and website busting
  • Grace Lever - social media training
  • CRM - 17 hats
  • Anthea - First...