Things I discuss with Jan: His experience of financial advice and advisers What is business coaching and how can it help with financial planning Are there easy ways to start with the principles he teaches Is coaching the same as learning selling techniques How Jan works with successful advisers/planners Show [...]

Things I discuss with Phil: How he entered the world of financial advice Who are Sense and what is their approach What he sees in successful planners How he thinks new planners should attract clients How to leverage unbiased and vouchedfor Show Notes: Sense Network http://www.sense-network.co.uk/ Phil [...]

Things I discuss with Phil:

How he entered the world of financial advice

Who are Sense and what is their approach

What he sees in successful planners

How he thinks new planners should attract clients

How to leverage unbiased and vouchedfor

 

Show Notes:

Sense Network - http://www.sense-network.co.uk/

Phil Bray Twitter - https://twitter.com/philbray73

unbiased and Vouchedfor

Phil's book recommendation - https://www.amazon.co.uk/How-Win-Friends-Influence-People/dp/0091906814

Things I discuss with Chris: How Chris started his business How Chris charges his clients (including a good story) How Chris grew his business and network Using professional connections to grow his client base How Ovation takes clients through a journey Chris s new project Financial Wellbeing Show Notes: [...]

Things I discuss with Chris:

How Chris started his business

How Chris charges his clients (including a good story)

How Chris grew his business and network

Using professional connections to grow his client base

How Ovation takes clients through a journey

Chris's new project Financial Wellbeing

Show Notes:

Ovation Finance  - http://www.ovationfinance.co.uk/

Twitter - https://twitter.com/ovationchris

Financial Wellbeing website - http://www.financialwell-being.co.uk/

Chris's Book Recommendation - https://www.amazon.co.uk/Long-Walk-True-Story-Freedom/dp/1845296443

Things I discuss with Gavin: How Gavin became an expert in Social Media How Gavin launched his new business in 7 days Using Facebook Ads to drive traffic and engage customers Managing Social Media accounts What kind of marketing to use with Facebook Ads How to write content and [...]

Things I discuss with Martin: How did he enter Financial Services How did he progress to Managing Director What it is like to work within a family business and how Informed Choice market to clients Why he decided to setup his own podcast and website What is Martin s Niche and [...]

Things I discuss with Martin:

How did he enter Financial Services

How did he progress to Managing Director

What it is like to work within a family business and how Informed Choice market to clients

Why he decided to setup his own podcast and website

What is Martin's Niche and why he chose it

 

Show Notes:

Martin Bamford - http://www.icfp.co.uk/about/your-team/martin-bamford/

Twitter - https://twitter.com/martinbamford

Martin's book recommendation - https://www.amazon.co.uk/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0753555166

Things I discuss with Gavin:

How Gavin became an expert in Social Media

How Gavin launched his new business in 7 days

Using Facebook Ads to drive traffic and engage customers

Managing Social Media accounts

What kind of marketing to use with Facebook Ads

How to write content and get your content noticed

 

 

Show Notes:

Blue Cliff Media - http://bluecliffmedia.com/

Twitter - https://twitter.com/MrGavinBell

Gavin's Book Recommendation - https://www.amazon.co.uk/Crush-Time-Cash-Your-Passion/dp/0062295020