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The Financial Life Coach Podcast

Mar 28, 2018

  • Why Neil would always address the burning issue first
  • ‘Why tell me why you are here’, is the first question followed by, ‘tell me how you think we can help’
  • Listening with empathy is key
  • Why we mustn’t resolve issues in first meetings and we must just listen.
  • Who is Fortitude Freddie?
  • Why Neil believes that...

Mar 21, 2018


  • Why you should ask clients what they value and charge them for it
  • Why a knife is a good thing in a surgeon’s hand but not in that of a thief
  • How you can change behaviour by analysing eye movement
  • Why you must invest in yourself to grow
  • Why his opening question is: ‘can you tell me a bit...

Mar 16, 2018

  • Benefits of financial education seminars 
  • Why being Chartered and holding the Fellowship is important
  • Getting the most out of your CRM for workflows and time recording
  • Benefits of training your own (graduate programme)
  • Putting clients at the centre (flexible and bespoke)
  • Benefits of retainers over AUM...

Mar 8, 2018

  • Be blunt, be honest
  • Why he doesn’t charge initial fee
  • Why we have to get better at expressing our value
  • All the value is in the financial plan and financial planning progress
  • Why Nick's advice to me is to stay curious


Mar 2, 2018

  • How to focus resources on things that are important to you
  • Explore working with people who are confident in managing their own money
  • The importance of ongoing learning
  • Adding value with behavioural finance education