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The Financial Life Coach Podcast

Dec 18, 2018

Book recommendations:

  • Thinking Fast and Slow - Daniel Kahneman
  • Misbehaving - Richard Thaler

We learn how:

  • Alasdair is pushing forward a 40 year old firm on the tenets of pure financial planning, technical expertise and investment management.
  • About his plans to double turnover within 5 years.
  • How he is driving...

Dec 4, 2018

Damien Rylett interviews Barry Horner of Paradigm Norton

  • Attracting graduates with the right values and culture
  • How to measure staff happiness
  • How to retain staff with opportunity and a clearly defined career map
  • How the firm has used a Client Board to grow the firm and deliver a first class service
  • How the firm...

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...

Oct 30, 2018

  • We discuss starting a business with no clients whatsoever.
  • Where his first client came from and how he has built a successful and growing small business.
  • We discuss the work he does for clients over the long term and give some examples of the enormous difference Clear Vision has made to the lives of those clients.
  • We...