Multi-Award winning Managing Partner of Evelyn Partners (formerly Tilney Smith & Williamson) Ann-Marie Atkins joins me to discuss how to demonstrate value to HNW clients and Business Owners.

In today's episode we discuss what Financial Coaching is with one of the industry's leading pioneers Catherine Morgan, and learn how it can enhance client relationships through a deeper understanding of clients motivations and behaviours around money.

Social Media:

• https://www.catherinemorgan.com 

Today's episode focuses on an innovative way to sell your business on your terms, that also looks after the future of the company, it's employees and clients. Chris Budd joins me to discuss Employee Ownership Trusts, which will be of interest to those looking to sell their firm in the future, those who want to learn how they can become a part of the ownership of their firm, and indeed all Advisers and Planners with business owners as clients.

His book: The Eternal Business is available through Amazon.

His novels and fictional writing can be found at https://www.chrisbudd.co.uk/

Finally, UK financial advisers can learn more about Chris's initiative for financial wellbeing here: https://initiativeforfinancialwellbeing.org.uk/

Contact me with any thoughts, comments or feedback on [email protected] 

In this weeks episode I discuss how we can leverage every opportunity for referrals with referral marketing expert Phil Bedford. There's more to successfully cultivating and converting referrals than most of us think, and Phil explains how understanding the process can help us be more effective.

ESG investing is a popular and commonly spoken about topic, but is there more to ESG than just exposure to ESG or green funds? Join me as I discuss the real meaning of ESG with Peter McGahan, and how IFA's can implement such an outlook.

Contact me on [email protected]

Listen to James Wetherall discuss how he's grown his business organically and effectively by taking on and mentoring Trainee Advisers.

To discuss further with James, or to collaborate, you can email James on:  [email protected]

In todays episode, I discuss with Paul Martin of Brewin Dolphin, the importance of Advisers portraying their personality and personal brand, and how this can deepen relationships with existing clients and attract new ones.

In this episode, we discuss with Dave Seager, the Managing Director of SIFA Professional, how Financial Advisers & Planners can understand the requirements and mindset of legal professionals when it comes to referring clients and becoming an effective referral partner.

Talking with Faith Liversedge about marketing and communications for Financial Advisers and how messaging and story telling can make all the difference.