Adviser 3.0: The Podcast

Ep 36 - Dan Haylett joins Abraham as our next guest, discussing his move from investment management to financial planning, and why it is so difficult to make that jump, insight into joining TFP & more

Listen Later

Dan Haylett joins Abraham as our next guest, having an insightful conversation on:

  • His move from investment management to financial planning, and why it is so difficult to make that jump
  • Insight into how he joined TFP and what enabled his transition
  • Where the business is today and the transformation over the past few years
  • Where the real value lies in financial planning
  • Dan’s thoughts on client charges and fixed fees
  • Where the business is headed, and the direction it may take in the years to come
    • ...more
    View all episodesView all episodes
    Download on the App Store
    Adviser 3.0: The PodcastBy Abraham Okusanya

    More shows like Adviser 3.0: The Podcast

    View all
    Money Box by BBC Radio 4

    Money Box

    42 Listeners

    The Meaningful Money Personal Finance Podcast by Pete Matthew

    The Meaningful Money Personal Finance Podcast

    81 Listeners

    The Money To The Masses Podcast by Damien Fahy

    The Money To The Masses Podcast

    11 Listeners

    Investors' Chronicle by Investors' Chronicle

    Investors' Chronicle

    17 Listeners

    This is Money Podcast by This is Money

    This is Money Podcast

    43 Listeners

    NextGen Planners by NextGen Planners

    NextGen Planners

    4 Listeners

    The Advice Show by Citywire

    The Advice Show

    0 Listeners

    AJ Bell Money & Markets by AJ Bell

    AJ Bell Money & Markets

    14 Listeners

    Financial Planner Life Podcast by Sam Oakes

    Financial Planner Life Podcast

    1 Listeners

    Many Happy Returns by PensionCraft

    Many Happy Returns

    37 Listeners

    Bulletproof Entrepreneur by Alan Smith

    Bulletproof Entrepreneur

    0 Listeners

    TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

    TRAP: The Real Adviser Podcast

    4 Listeners

    Making Money by Damien Jordan & Timeyin Akerele from Most

    Making Money

    11 Listeners

    The Rest Is Money by Goalhanger

    The Rest Is Money

    220 Listeners

    The Financial Planning Podcast by Lewis Byford

    The Financial Planning Podcast

    0 Listeners