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The Adviser Insight Podcast
By andysheenaBusiness
The Adviser Insight Podcast episodes
- Creating value for HNW Clients & engaging with their Professional Advisers
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.
Ann-Marie tells us about the importance of a collborative relationship with other professional advisers to the clients and how best to engage with them to lead to superior outcomes.We also cover how pre-sale advice is vital for HNW clients, business owners and their families and much more.37 min - Financial Coaching and enhancing client relationships with Catherine Morgan
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.
For a free guide and online masterclass:https://freeguide.themoneypanel.co.uk/webinar-registration-pageh77eij1d?affiliate_id=3602386Social Media:
- https://www.catherinemorgan.com
- https://www.linkedin.com/in/catherine-morgan/
- https://twitter.com/themoneypanel
- https://www.instagram.com/catherinemorganmoney/
- https://www.facebook.com/catherinemorganmoney
- https://podcasts.apple.com/gb/podcast/in-her-financial-shoes-podcast/id1449065629
- https://open.spotify.com/show/4ROazdeiXDFnz8OFo1xdKf
- https://www.youtube.com/catherinemorganmoney
45 min - Innovative Business Exit Strategies - Employee Ownership Trusts with Chris Budd
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.
You can find more details about Chris and Employee Ownership Trusts on his website: https://theeternalbusiness.com/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]
36 min - The art of effective referrals and networking with Phil Bedford
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.
You can find Phil on his website: www.therebelnetworker.com or on his linkedin page: https://www.linkedin.com/in/philbedfordHis new book: I just need a hug is available on amazon for $0.95 for one say only on 22 January 2022.His online courses can be found below:Sales page of "The Millionaire Networker"https://the-rebel-networker.mykajabi.com/the-millionaire-networkerSe7en Deadly Startup Sinshttps://the-rebel-networker.mykajabi.com/se7en-deadly-start-up-sins37 min - The real meaning of ESG with Peter McGahan
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]
59 min - Growing your business by developing Trainee Advisers
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]
37 min - Personal Branding with Paul Martin
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.
30 min - Developing relationships with solicitors and legal professionals with Dave Seager
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.
https://www.sifaprofessional.co.uk/articles/56 min - Marketing and Communications for Financial Advisers with Faith Liversedge
Talking with Faith Liversedge about marketing and communications for Financial Advisers and how messaging and story telling can make all the difference.
You can reach Faith at:https://faithliversedge.co.uk/@FaithLiversedge on Twitter34 min
About The Adviser Insight Podcast
From the publisher's feed
Welcome to the Adviser Insight Podcast. We provide informative content for Financial Planners to help you grow your business, your knowledge and your client base.