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Today we speak to Ian Richards, Chartered Financial Planner and Founder of Work to Live Financial Planning. We discuss how Ian found his way into Financial Planning, why financial planning is the best job in the world and how the profession is leading the way in customer service. We also discuss how Ian set up his own financial planning firm and started to pick up his first clients.

Finally, we discuss the use of social media and why coaching is the next evolution in Financial Planning.

Ian Richards FPFS

https://www.linkedin.com/in/worktolivefp/ 

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
https://www.privateclientnetwork.co.uk/ 
https://www.linkedin.com/company/private-client-network/ 
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https://www.youtube.com/@ThePrivateClientPodcast 

For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.