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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.


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...

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...