• Richard's background in FS and what his firm doesn
• What he sees as the true role of a paraplanner
• Why he setup paraplanner powwow and his experience of the paraplanning community
• How he has used technology and innovation to leverage his business
• The benefits of outsourcing vs building an in house team
• Why we should be networking amongst ourselves

• Richard’s background in FS and what his firm doesn
• What he sees as the true role of a paraplanner
• Why he setup paraplanner powwow and his experience of the paraplanning community
• How he has used technology and innovation to leverage his business
• The benefits of outsourcing vs building an in house team
• Why we should be networking amongst ourselves

His background and what his business does

His beliefs on Content Marketing and why should we bother?

His thoughts on financial services and how they can use content marketing with some good examples.

Where he would start as a younger planner

His background and what his business does

His beliefs on Content Marketing and why should we bother?

His thoughts on financial services and how they can use content marketing with some good examples.

Where he would start as a younger planner

• Simonne's career and what she does now
• What is a financial coach
• Simonne's client base and method of working
• What can we do better in financial advice
• Advice to younger planners

• Simonne’s career and what she does now
• What is a financial coach
• Simonne’s client base and method of working
• What can we do better in financial advice
• Advice to younger planners

• Tell us about your career to date – how did you get in to Financial Services and what was the path?
• Tell us about Advisors excel – what is it and who do you help?
• You interview a lot of good guests on your podcast the Elite Advisor Blueprint – What are some of the key takeaways from the guests that you have had.
• What separates the best advisers from the pack?
• What advice would you give to a younger adviser starting out in the profession today knowing what you know.
• What are some good learning sources apart from your podcast to help.

• Tell us about your career to date – how did you get in to Financial Services and what was the path?
• Tell us about Advisors excel – what is it and who do you help?
• You interview a lot of good guests on your podcast the Elite Advisor Blueprint – What are some of the key takeaways from the guests that you have had.
• What separates the best advisers from the pack?
• What advice would you give to a younger adviser starting out in the profession today knowing what you know.
• What are some good learning sources apart from your podcast to help.

• Bill's backgrounds as a financial planner and a business owner
• The current trends in "robo-advice"
• How financial planners in the US are using technology to leverage businesses
• How the Financial Planning software packages work in the US
• Some more exciting trends he is seeing in the US with tech.

• Bill’s backgrounds as a financial planner and a business owner
• The current trends in “robo-advice”
• How financial planners in the US are using technology to leverage businesses
• How the Financial Planning software packages work in the US
• Some more exciting trends he is seeing in the US with tech.