PFS Power Podcast - Episode 1 - Anthony Villis by Personal Finance Society

In this episode, David Scarlett talks with Michael Smith, CEO of Chamberlyns. Michael started his firm at the tender age of 25. He made his first acquisition at age 26. He's a Chartered Financial Planner and Certified Financial Planner, and a Fellow of the Personal Finance Society.

Inspiring Leadership - Tina Weeks by Personal Finance Society

Inspiring Leadership - Marlene Outrim by Personal Finance Society

David Scarlett, The Soul Millionaire, talks to Matt Smith, Buckingham Gate Chartered Financial Planners.

What to listen out for:

-The conscious approach that unifies a team, especially in times of stress and crisis.

-Four guidelines to communicating with your team, so that you’re not guessing what’s really going on in their minds and hearts.

-Why proactive leaders have questioned and tested their business and personal priorities during 2020.

-The leadership quality that allows treasured assumptions and traditions to be challenged … and blown clean out of the water.

Key learning points

-How we can improve our leadership role in the lives of our clients.

-Why the assumption that leaders can go back to the Old Normal is neither realistic nor helpful.

-The character component that is more important than any business strategy.

-Why the leadership science called “Culture” must be at the core of your business if you’re to survive future external challenges.

Inspiring Leadership - Jo Little by Personal Finance Society

Focus on impact, the money will come

Catherine Morgan is a qualified financial adviser, and multi-award winning financial planner and financial coach. She is on a mission to change the financial services industry from one of complicated financial products to one that helps educate in simple language with no financial jargon.

Her mission is to create confidence for people to think and behave differently with money by encouraging the financial services profession to focus on people not just products.

Inspiring Leadership Sharon Sutton by Personal Finance Society

David Scarlett, The Soul Millionaire, talks to David Jones, Vice President, Dimensional Fund Advisors, London.

Key learning points:

-Why inspiring leaders shine in a crisis. “A Smooth Sea Never Makes a Good Captain”.

-How to know when you’re micro-managing and how to overcome that behaviour.

-What the behaviour you tolerate says about your leadership.

-How to close the disconnect between the mission you’re passionate about and the daily actions of the team ‘on the ground’

-How to develop the future ‘leadership muscles’ in your team members.

David Scarlett, The Soul Millionaire, talks to Russell Facer, Managing Director, threesixty.

Key learning points:

-How to keep in touch with what’s really happening in your business … weekly, monthly

-How to get your clients to help you develop better and better services

-The importance of a strategy to develop the Leaders of The Future

-Why a policy and commitment to Life Long Learning gives you a long term edge … and prepares you for the unexpected.