Phil Young from Hero to Zero and all things Financial Services

Phil Young from Hero to Zero and all things Financial Services

• What are their backgrounds?
• How and Why Magenta was founded
• What are the beliefs and cultures at Magenta.
• What kind of clients do they deal with and how do they work with them?
• What has gone well so far for a new company and what hasn't gone so well?
• What are their thoughts about the future of financial planning
• What are key learning resources that they tap in to?

• What are their backgrounds?
• How and Why Magenta was founded
• What are the beliefs and cultures at Magenta.
• What kind of clients do they deal with and how do they work with them?
• What has gone well so far for a new company and what hasn’t gone so well?
• What are their thoughts about the future of financial planning
• What are key learning resources that they tap in to?

• His background in Financial Services
• How and why he chose to join Proposito
• The role within his firm
• Why he decided to go big on Content Marketing
• His methods of content marketing
• Why he launched a podcast and how it is going
• What is planned next for Russ

• His background in Financial Services
• How and why he chose to join Proposito
• The role within his firm
• Why he decided to go big on Content Marketing
• His methods of content marketing
• Why he launched a podcast and how it is going
• What is planned next for Russ

• Anthony's background and how he came to be Managing Partner of First Wealth
• What kind of clients do First Wealth serve?
• Why was the firm setup as a LLP structure?
• Anthony tells us about his "start with why day"
• How they had a lightbulb moment with financial planning
• What is Anthony's view of digital advice and how does it fit alongside their core offering
• What has been his experience of being in a network?
• What is Anthony's advice to next generation planners?
• Any learning resources he recommends

• Anthony’s background and how he came to be Managing Partner of First Wealth
• What kind of clients do First Wealth serve?
• Why was the firm setup as a LLP structure?
• Anthony tells us about his “start with why day”
• How they had a lightbulb moment with financial planning
• What is Anthony’s view of digital advice and how does it fit alongside their core offering
• What has been his experience of being in a network?
• What is Anthony’s advice to next generation planners?
• Any learning resources he recommends

• What is Paul's background in financial services and his journey
• What is Paul doing now with financial planning and what is his work
• Why did Paul setup inspiring advisers and what is it?
• Tell us the story behind Back2Y
• What can next gen planners do differently in the future
• If Paul was a nextgen planner, how would he approach things today
• What are his go to learning resources for nextgen planners

• What is Paul’s background in financial services and his journey
• What is Paul doing now with financial planning and what is his work
• Why did Paul setup inspiring advisers and what is it?
• Tell us the story behind Back2Y
• What can next gen planners do differently in the future
• If Paul was a nextgen planner, how would he approach things today
• What are his go to learning resources for nextgen planners