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Ep. 09 - How a Nigerian Immigrant Built a Successful Financial Planning Business in Australia ft. Victor Idoko
In this episode, we have Victor Idoko, CFA and Founder of CFV Services, a firm that helps clients live a more rewarding and fulfilling life through proper financial planning and investment management.
Victor shares his journey from a humble upbringing in Nigeria to building a successful financial planning business in Australia and the value of having structure and discipline instilled from a young age.
He also talks about the impact of regulatory changes on the financial planning industry, the challenges and triumphs of running a business as a financial planner, and the crucial balance between wealth, health, and relationships to achieve a fulfilling life.
If you want to learn how to balance wealth, health, and personal relationships to lead a meaningful life, then make sure to listen to this episode!
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SHOW NOTES LINKS
https://www.linkedin.com/in/victor-idoko-cfa-a5799076/
https://cfvservices.com.au/
https://www.facebook.com/cfvservices/
https://www.instagram.com/cfvservices/
https://www.linkedin.com/company/cfv-services/
https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw
-----
LISTEN TO THE PODCAST
Spotify: https://spoti.fi/3QTXo7s
Apple Music: https://apple.co/46dyEeI
Google Podcast: https://bit.ly/3QFkw8A
Amazon Music: https://amzn.to/40Akwv8
YouTube: https://www.youtube.com/channel/UCVeRalAVOkGHYLfciZy_5Xg
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FIND US HERE
Website: https://solveaccounting.com.au/
Facebook: https://www.facebook.com/profile.php?id=61550067431709
Instagram: https://www.instagram.com/philkhao/
LinkedIn: https://au.linkedin.com/in/philipkhao
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CONTACT US
Phone: (02) 8197 1733
Email: [email protected]
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TIME STAMPS:
00:00 - INTRO
01:26 - Growing Up in Nigeria
04:12 - The Boarding School Experience
06:28 - Migrating to Australia
07:33 - Victor's Reason Behind Becoming a Financial Planner
09:09 - The Catalyst for CFV Services
10:19 - De-stigmatising Financial Planning
11:58 - The Must-Knows When Starting Your Own Business
13:28 - First Year of Running CFV Services Vs Now
15:24 - Navigating Business Challenges
16:50 - The Difference Between a Good Leader Vs Good Manager
17:28 - The Vision for CFV Services
19:23 - Victor's Tips on Scaling Your Business
22:14 - Living a Rewarding & Fulfilling Life + Plans for the Future
26:04 - Outro
-----
DISCLAIMER
The information provided in this podcast is for genera
View all episodes
By Philip KhaoIn this episode, we have Victor Idoko, CFA and Founder of CFV Services, a firm that helps clients live a more rewarding and fulfilling life through proper financial planning and investment management.
Victor shares his journey from a humble upbringing in Nigeria to building a successful financial planning business in Australia and the value of having structure and discipline instilled from a young age.
He also talks about the impact of regulatory changes on the financial planning industry, the challenges and triumphs of running a business as a financial planner, and the crucial balance between wealth, health, and relationships to achieve a fulfilling life.
If you want to learn how to balance wealth, health, and personal relationships to lead a meaningful life, then make sure to listen to this episode!
-----
SHOW NOTES LINKS
https://www.linkedin.com/in/victor-idoko-cfa-a5799076/
https://cfvservices.com.au/
https://www.facebook.com/cfvservices/
https://www.instagram.com/cfvservices/
https://www.linkedin.com/company/cfv-services/
https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw
-----
LISTEN TO THE PODCAST
Spotify: https://spoti.fi/3QTXo7s
Apple Music: https://apple.co/46dyEeI
Google Podcast: https://bit.ly/3QFkw8A
Amazon Music: https://amzn.to/40Akwv8
YouTube: https://www.youtube.com/channel/UCVeRalAVOkGHYLfciZy_5Xg
-----
FIND US HERE
Website: https://solveaccounting.com.au/
Facebook: https://www.facebook.com/profile.php?id=61550067431709
Instagram: https://www.instagram.com/philkhao/
LinkedIn: https://au.linkedin.com/in/philipkhao
-----
CONTACT US
Phone: (02) 8197 1733
Email: [email protected]
-----
TIME STAMPS:
00:00 - INTRO
01:26 - Growing Up in Nigeria
04:12 - The Boarding School Experience
06:28 - Migrating to Australia
07:33 - Victor's Reason Behind Becoming a Financial Planner
09:09 - The Catalyst for CFV Services
10:19 - De-stigmatising Financial Planning
11:58 - The Must-Knows When Starting Your Own Business
13:28 - First Year of Running CFV Services Vs Now
15:24 - Navigating Business Challenges
16:50 - The Difference Between a Good Leader Vs Good Manager
17:28 - The Vision for CFV Services
19:23 - Victor's Tips on Scaling Your Business
22:14 - Living a Rewarding & Fulfilling Life + Plans for the Future
26:04 - Outro
-----
DISCLAIMER
The information provided in this podcast is for genera