Things Adam discusses with John:

His background in Financial Services

What he sees in successful planners and why he thinks they succeed

How to have great meetings with clients and prospects

What younger planners can do to engage with connections and clients

How he sees the future of financial planning

 

Show Notes:

John's website - http://dashfield.com/

John's webinar - https://app.webinarjam.net/register/24907/42861e28d5

People John mentions - George Pransky , Michael Neill

John's book recommendation - https://www.amazon.co.uk/d/Books/Invisible-Power-Insight-Principles-Work-Dr-Manning/0996530509

Things Adam discussed with Chris: Chris s background in financial services Chris s view on behavioural finance How to engage and build trust with clients What work he has been doing all over the world on this topic How he sees the future of financial planning going Show Notes: Chris Davies Twitter [...]

Things that Adam talks to Steve about: Steve s background and how he setup his firm, Smart Financial How he views the world of Financial Planning The process he takes every client through How he has built a team Where he sees the business and profession going forward Show Notes: Twitter [...]

Things Adam discussed with Chris:

Chris's background in financial services

Chris's view on behavioural finance

How to engage and build trust with clients

What work he has been doing all over the world on this topic

How he sees the future of financial planning going

 

Show Notes:

Chris Davies Twitter - https://twitter.com/Chrisatengage

Model Office - https://www.model-office.co.uk/

Engage Insight - http://engageinsight.co.uk/privacy-statement/engage-change/

Things that Adam talks to Steve about:

Steve's background and how he setup his firm, Smart Financial

How he views the world of Financial Planning

The process he takes every client through

How he has built a team

Where he sees the business and profession going forward

 

Show Notes:

Twitter - https://twitter.com/stevemartincfp

Smart Financial - http://www.smartfinancial.co.uk/

Things that Rohan discusses with Dominic

Who does Dominic work with

What are the skills he believes financial planners need

Using Nerves to your advantage

How to share information effectively

His experience of picking a financial planner

 

Show Notes

https://twitter.com/dominiccolenso

http://www.inflowtraining.com/

Things I discuss with Bridget: How she ended up in Social Media for FS The trends that she is seeing in Social Media Her thoughts on how planners can get the most from social media How to engage prospects and introducers digitally The work that her firm does Show Notes: [...]

Things I discuss with Jason:

How he entered Financial Planning and how he built Bloomsbury

How they built a successful team

Why he decided to sell and what he is doing now

What he looked for in hiring people

Advice for engaging younger customers

 

Show Notes:

http://www.bloomsburywealth.co.uk/

Jason on Twitter - https://twitter.com/jbthewealthman

Text to Video Software - http://www.wibbitz.com/

AdviceFront - http://www.advicefront.com/

Things I discuss with Jess:

Jess's background in financial services

The current trends she is seeing in the market

The Supply and demand of younger financial planners

How a younger person interested in financial planning can get their foot in the door

What skills employers are looking for

 

Show Notes:

Sandringham Wood - http://www.sandringhamwood.com/

Jess Wood's Twitter - https://twitter.com/SandringhamWd

Old Mutual's Financial Adviser School - https://www.oldmutualwealth.co.uk/globalassets/fas/12476_fas_special_offer_flyer.pdf

Citywire Survey 2014 - http://citywire.co.uk/new-model-adviser/news/salary-survey-check-out-who-earns-the-most-in-financial-services/a752281

Things I discuss with Pete:

His career to date and the growth of meaningful money

How he bought into his existing company

How he handles prospects from Meaningful Money

How he manages his time despite running two businesses

His thought on pulling Financial Planning into 2016

His experience of the CFP accreditation

 

Show Notes:

Meaningful Money -http://meaningfulmoney.tv/

Michael Hyatt's ideal week - http://michaelhyatt.com/ideal-week.html

Jackson's wealth - http://www.jacksonswealth.com/

CISI's CFP - http://www.cisi.org/cisiweb2/cisi-website/study-with-us/financial-planning/certified-financial-planner-certification