Podcasts

Episode 71 - Andrew Swan on legal dealings with the FCA (as a career)

Episode 70 - Martin Mellor on the transition from the corporate world to running your own firm

Episode 69 - Rob Stevenson on positioning yourself as a future owner of a financial planning business

Episode 68 - Phillip Calvert on how to use tried and tested techniques to drive referrals to your financial planning business

Episode 67 - Marianne Page on building systems, processes and culture within your firm

Episode 66 - Catherine Morgan on how she turned her financial advice career into her passion

Episode 65 - Jose Supico from Advicefront on how technology in UK financial planning is lagging and what we will see in the near future

Episode 64 - Stephen Jones on leadership, culture and building a true financial planning firm to scale

Episode 63 - Steve Cockram on Next Generation leadership and working environments