• Why sports people in their teens and 20s and young entrepreneurs need Financial Life Coaching
• Why a traditional IFA service and an AUM changing method simply wouldn't work
• Why, 'how did that make you feel' is the most important question that he asks
• How his experience of personal tragedy impacts his client relationships
• How he coaches clients to stay on track
• Why a 1 page plan is all that is required *
• Why fees should be transparent and on your website
• Why graduates need to work on their coaching skills as much as their technical skills

* you can download the 1 page plan template from here

Download here

• Why everything is intentional
• Why you need to learn, practice, be brave and gather feedback
• Why being curious is the most important characteristic for a Financial Life Coach
• Why most people are bad listeners
• Why having bank of great questions has been key to Capital's success
• Why everything in your business should be thought about and engineered as well as possible because, why wouldn't you?
• Alan Smith @alanjlsmith

Listen to me discuss with Brian

• Why he helps clients to do something important to them
• What is the 'No sign-up meeting'
• Why he believes that you should either 'stand for something' or 'stand against something'
• Why he believes that staff should only stay with him for 3 years and that they only ever work 4 day weeks
• Explain how google advertising works for Jones Hill
• What fabulous questions that he asks including
• • I'm Curious, what has happened in your life to make you come to see me today?

• Why niche is crucial
• Why getting to know clients takes time
• The importance of getting a a client's administration sorted
• What 4 meetings need to be held with every client every year and what additional contacts will be made
• Why flat fees are crucial in his market
• Why the future for financial life coaches and Lifestyle Financial Planners is so bright