Informações:
Sinopse
Nextgen Planners
Episódios
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Episode 7 - Jess Wood on both sides of the financial planning recruitment dilemma
11/08/2016What we covered in the podcast:-Jess's background in financial services-The current trends she is seeing in the market-The Supply and demand of younger financial planners-How a younger person interes
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Episode 6 - Pete Matthew on building a financial planning business both online and offline
02/08/2016What we covered in the podcast:-His career to date and the growth of meaningful money-How he bought into his existing company-How he handles prospects from Meaningful Money-How he manages his time de
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Episode 5 - Jan Bowen-Nielsen on using coaching to win the Trust of Clients
21/07/2016What we covered in the podcast:-His experience of financial advice and advisers-What is business coaching and how can it help with financial planning-Are there easy ways to start with the principles
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Episode 4 - Phil Bray on how to build your online presence and attract clients
12/07/2016What we covered in the podcast:-How he entered the world of financial advice-Who are Sense and what is their approach-What he sees in successful planners-How he thinks new planners should attract cli
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Episode 3 - Chris Budd on building his financial planning business
06/07/2016What we covered in the podcast:-How Chris started his business-How Chris charges his clients (including a good story)-How Chris grew his business and network-Using professional connections to grow hi
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Episode 2 - Gavin Bell on using Facebook Ads to reach your potential customers
24/06/2016What we covered in the podcast:-How Gavin became an expert in Social Media-How Gavin launched his new business in 7 days-Using Facebook Ads to drive traffic and engage customers-Managing Social Media
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Episode 1 - Martin Bamford on how he created a personal brand in a family firm
23/06/2016What we covered in the podcast:-How did he enter Financial Services-How did he progress to Managing Director-What it is like to work within a family business and how Informed Choice market to clients
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Episode 17 - Mark Polson on Platforms Present & Future
26/01/2016Links:The Lang Cat - http://www.langcatfinancial.co.uk/Mark Polson Twitter - https://twitter.com/theactualpolsonLang Cat's Platform Directory - http://www.langcatfinancial.co.uk/platform-director