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The Financial Life Coach Podcast

Feb 26, 2020

Damien Rylett - CEO- Brunel Capital Partners

@damienrylett

  • In this episode I speak to Damien about the acquisition his firm made in 2016.
  • We discuss the challenges he faced and overcame, what went well and what he would do differently next time.
  • We hear how the deal was valued and funded and how an SPA can be amended...


Feb 12, 2020

Rob Stevenson
kingmakersgroup.co.uk
@RobS_Kingmakers

  • 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...


Feb 5, 2020

Have a sneak peak into Season 3 of Financial Life Coach Podcast with Damien Rylett


Feb 3, 2020

David Hearne
Satis Wealth Management
@dontdelay

  • Hear why David decided to take the new Level 7 CFP
  • David tells us why he did it as well as why he is constantly becoming more qualified
  • David also shares his experiences of the exam and the work involved in his first submission