Book recommendations:

• Thinking Fast and Slow - Daniel Kahneman
• Misbehaving - Richard Thaler

We learn how:

• Alasdair is pushing forward a 40 year old firm on the tenets of pure financial planning, technical expertise and investment management.
• About his plans to double turnover within 5 years.
• How he is driving effiencies through the use of technology.
• His tips for young aspiring financial planning business owners.

Damien Rylett interviews Barry Horner of Paradigm Norton

• Attracting graduates with the right values and culture
• How to measure staff happiness
• How to retain staff with opportunity and a clearly defined career map
• How the firm has used a Client Board to grow the firm and deliver a first class service
• How the firm structures its team
• How Barry only does what he can do (and enjoys it!)
• The firm plans to have 2021 clients by 2021

@paradigmnorton

David and I discuss

• How he moved his Lifestyle business to a "proper business"
• The help he had from his management consultant son
• The driver behind the decision
• The two best decisions he has made along the way
• We discuss some of the specific things he has implemented in the business
• Most importantly we talk about how "The most important thing right now is what you want to achieve" permeates through his business

Book recommendations

• Daniel Priestley - Key Person of Influence
• Daniel Priestley - 24 Assets
• Atul Gawande - The Checklist Manifesto

@davidcroziercfp

Jess and I discuss

• How she transitioned from an IFA to a financial planning business owner
• We discuss the challenges she faced with existing clients
• She explains how she doubled her clients' fees from 0.5% to 1% per annum by showing them what she was now going to do for them
• We discuss her evangelical approach and how it interacts with the pragmatism of a business owner
• Finally, she tells me about the importance of believing in what you do

@browndogfp

Brown Dog Financial Planning

• We discuss starting a business with no clients whatsoever.
• Where his first client came from and how he has built a successful and growing small business.
• We discuss the work he does for clients over the long term and give some examples of the enormous difference Clear Vision has made to the lives of those clients.
• We also discuss whether those clients would have achieved those outcomes without a long term partnership with Clear Vision.

• Year 1 done, lessons learned and what is to come.
• How did they start in the first place?
• Who won the arm wrestle?
• How long did it take from startup to running at full speed?
• What lessons are there for those thinking about start up?
• How did a pub chat and napkin set the direction for the business.
• What is Ikigai and why is that so important for clients? @merichellis

• When you shouldn't try to compete with SJP and the banks
• Why a failed startup was the best lesson
• Why medium sized is the perfect size
• Why taking longer to get paid results in getting paid more
• Why the family tree is so important
• Why you should listen to more podcasts
• What advice he gave to Steve

@dontdelay

• Why a client telling John, 'I don't know what I'm going to do' after losing his job changed the direction of Expert for ever
• The importance of understanding each other's life plans in driving the business forward
• The importance of small, incremental improvements
• The importance of great training
• The importance of riding your bike if you want to get better at riding a bike!! @DomSpalding@TheWealthExpert

• The longest podcast of the series but well worth it!
• Why the business should generate enquiries, not a silver tongued salesperson
• Why clients of KMD can be looked after by up to 10 members of the team at any one time.
• Why the old model of the IFA is dead
• Why quality is key
• Why he still wonders if there is an easier way than the path that they are following @kmdpwm