最高の Financial Planner ポッドキャスト (2024)

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Financial Coaching: The Content Creation Gap in Financial Planning with Peter Komolafe (Conversation of Money) 55:29

6d ago55:29

55:29

Send us a text Financial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic world of financial coaching and content creation! Discover the evolution from static "how-to" guides to vibrant discussions on economic trends and financial news, as Peter sheds light on …

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The Six Most Controversial Takes from Excess Returns in 2024 57:21

7d ago57:21

57:21

In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we've heard on Excess Returns in 2024. From Aswath Damodaran's spicy thoughts on the Berkshire annual meeting (spoiler: he's not a fan) to Cem Karsan's mind-bending perspective on options being the "dog" rather than the "tail," we're …

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Leveraging Military Spouse Skillsets and the Scary, First 6 Months of Firm Launch with Stacy Miller 48:00

19d ago48:00

48:00

I’m excited to welcome Stacy Miller on the podcast today. She is the founder of Bayview Financial Planning, a flat-fee RIA focused on serving women, widows, and military and veteran families. Stacy is a military spouse to a retired U.S. Army officer. Married for over 30-years to her husband, Jody, who served 28-years in the military, Stacy has expe…

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234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework 32:13

6d ago32:13

32:13

It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 3…it’s all about creating processes for ATTRACTING your ide…

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233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework 12:48

11d ago12:48

12:48

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework ---------…

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232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework 35:36

13d ago35:36

35:36

It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. In Week 2…it’s all about creating some of my favorite processes. This week we’ll talk about: Building out your …

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Interview with David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL) 1:06:38

13d ago1:06:38

1:06:38

Send us a text In this episode of Financial Planner Life, Chris Ball, CEO of Hoxton Wealth, interviews David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL). With over two decades of experience in financial services and leadership roles, David shares his insights on career development, building resilient teams, and s…

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Practical Lessons from Cullen Roche 53:36

13d ago53:36

53:36

In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests.We cover:"All Duration Investing" - Cullen's framework for matching investments to specific time horizonsThe Fed as Chuck Norris - Why the threat of Fed action can be more powerful than the action itselfQE vs Fiscal Stim…

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How I achieved £500,000 turnover as a self employed financial planner with Foster Denovo 46:47

18d ago46:47

46:47

Send us a text Ever wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oakes sits down with Nikos Christoforou, a Senior Partner at Foster Denovo, to uncover the challenges, mindset shifts, and strategies that can make or break a career in financial planning. I…

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231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework 50:09

20d ago50:09

50:09

This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized …

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Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival 53:18

21d ago53:18

53:18

In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years. In this Halloween-themed episode (complete with plenty of Reese's cups), we break down Toby's perspectives on what makes an ideal business, the critical importance of survival …

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Part-Time Financial Planner, Why it works for me! 53:41

26d ago53:41

53:41

Send us a text Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of Dublin's financial sector. Throughout our discussion, we explore her strategic decision to embrace part-time work, allowing her to balance a fulfilling career with family life, Sam…

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230: The Client New Year's Letter You Need to Write Now! 38:11

27d ago38:11

38:11

Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter. Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you …

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Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation 48:29

28d ago48:29

48:29

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management. We explore several clips from our interviews where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve.W…

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Paraplanning Disruptor - How 'Parapool' is creating a gig economy for Paraplanners! With Rebecca Livesey 54:33

1M ago54:33

54:33

Send us a text In this episode of Financial Planner Life, Rebecca Livesey introduces Parapool, a gig-based, online marketplace that is revolutionising the paraplanning profession. By offering a flexible and scalable marketplace for paraplanners and financial advisers, Parapool addresses the current issues of rising paraplanning costs and talent sho…

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Finding the Right Culture Fit and Serving the Military Community with David Evetts 45:44

1M ago45:44

45:44

In this episode, I’m joined by David Evetts, who serves as the President of the USAA Educational Foundation. Since 1986, The USAA Educational Foundation has served the military community by helping service members and their families become informed financial decision-makers through every life stage. USAA, the founder and sponsor of The USAA Educati…

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229: Tax Strategy for Your Boring W-2 Clients and Beyond 46:53

1M ago46:53

46:53

When I was running my practice, I dreamed of having a tax professional who would do actual tax strategy. Like WAY MORE than just getting behind my Roth conversions or more traditional ideas like QCDs, but someone that could actually sit down with my clients and tell them if they should buy their car through their business, tell them what type of en…

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Financial Coaching vs. Financial Planning: Insights from Money Coach Alina Burlacu 55:34

1M ago55:34

55:34

Send us a text In today's episode of Financial Planner Life, Alina Burlacu, financial coach (and qualified financial planner) shares her insights on the evolving role of financial coaching. Alina discusses her transition into coaching, highlighting how her experience in her profession, as well as financial planning, enables her to address the emoti…

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Practical Lessons from Rob Arnott 58:12

1M ago58:12

58:12

In this episode of Two Quants and a Financial Planner, we dive deep into the insights we've gained from our conversations with investing legend Rob Arnott. We explore Rob's unique perspectives on identifying market bubbles, the challenges facing value investors in today's market, and how the rise of passive investing is reshaping market dynamics.We…

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228: 8 Productivity Hacks to Work More Efficiently 34:08

1M ago34:08

34:08

We’ve all had that day that you were SO BUSY, but at the end of the day looked back and realized that you didn’t actually do or complete any of the major things you needed to do. YET, you felt slammed all day! So here’s the questions we’re going to seek answers to today… How do you ACTUALLY get things done in your time blocks without getting distra…

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Supporting Women's Wellbeing in the Workplace: Emma Hall's Journey in Financial Planning 48:35

1M ago48:35

48:35

Send us a text In this episode of Financial Planner Life, we are joined by Emma Hall, Chartered Financial Planner of the Year, who shares her career journey through a lens focused on workplace flexibility, women's wellbeing support, and mental health policies - and how these are essential for creating a thriving and resilient firm. For women in fin…

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Practical Lessons from Jerry Parker 56:05

1M ago56:05

56:05

In this episode, we dive deep into the world of trend following with legendary trader Jerry Parker. We explore key insights from our previous interviews with Jerry on Excess Returns, discussing his experiences as one of the original Turtle Traders and how his approach has evolved over time.We cover several important topics, including:- The challeng…

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Breaking the Age Bias: Investing in the Next Generation of Financial Planners with Kate Bailey and Ryan Milne 1:00:15

2M ago1:00:15

1:00:15

Send us a text In this episode, Managing Director, Kate Bailey, and Associate Partner, Ryan Milne, explore how mentorship, training, and succession planning are driving the next generation of success in the profession. With a rapidly aging adviser workforce and a looming talent shortage, investing in young financial planners is more important than …

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Financial Education, Working for a Nonprofit, and Serving the Special Ops Community with Drew Stamp 48:18

2M ago48:18

48:18

I’m excited to welcome a friend and colleague who has a little bit different career track today. Drew Stamp serves as the Chief Operations Office for the Donovan and Bank Foundation - a, nonprofit organization that focuses on helping special operators transition to a life of peace, balance, and contentment. We chat about Drew’s early personal finan…

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227: Use "Not Your Average College Planning" to Drive High-Value Referrals with Ross Riskin 46:14

2M ago46:14

46:14

Most advisors treat college planning as a straightforward math problem: calculate tuition, project savings, and move on. However, the reality is that *real* college funding planning is much more complex, and those advisors who recognize this complexity stand out in their field. In this episode we’ll share insights on: What To Do Beyond Basic Calcul…

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Practical Lessons from Guy Spier 58:23

2M ago58:23

58:23

In this episode of Two Quants and a Financial Planner, we dig into the biggest lessons we learned from investing legend Guy Spier. Drawing from our extensive interview with Guy, we explore key insights that can benefit investors at all levels.We discuss:- The importance of learning from mistakes early in your career- Aligning your inner and outer s…

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Leadership & Perfecting Career Development Frameworks in Financial Planning - Helen Lovett - COO at Foster Denovo 48:31

2M ago48:31

48:31

Send us a text Ever wondered how to create a thriving workplace that benefits employees, shareholders, and clients alike? Don't miss our enlightening conversation with Helen Lovett, COO of Foster Denovo, as she uncovers the power of clear career development frameworks. Learn firsthand why their strategic focus has elevated employee engagement and c…

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226: How to Design Your Perfect Schedule - Replay with Download 48:10

2M ago48:10

48:10

The number one question I got from advisors for YEARS and still get today, is "Libby, HOW DID YOU GET IT ALL DONE IN 25-HRS a week? I’m over here drowning and i’m putting in double that!" I feel that on so many levels because that was me early on. In today’s episode I’m going to drill down 16+ years of compressing a billion hours a week into just 2…

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From Fitness to Finance: Tom Mangan's Journey to Becoming a Successful Young Financial Planner 1:01:19

2M ago1:01:19

1:01:19

Send us a text Join us for an inspiring conversation with Tom Mangan, a financial planner at St James's Place, who transitioned from the fitness industry to financial planning. Discover how Tom's sports-centered upbringing, marked by his time playing football at Aston Villa and running a private training business, imparted essential qualities like …

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Practical Lessons from Chris Davis 1:01:08

2M ago1:01:08

1:01:08

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Chris Davis, exploring eight valuable lessons from our interview with this renowned investor. We break down Chris's insights on behavioral finance, the power of inversion in decision-making, the challenges of holding winning positions, and the pitfalls …

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225: Ideas to Implement - Complete a Time Study to Boost Productivity Now 6:58

2M ago6:58

6:58

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Complete a Time Study to Boost Productivity Now --------- LINKS FROM THIS EPISODE: Grab your time study template here! Episode with Michael Kitc…

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Risk Vs Reward, Career Lessons from Terry Smith CEO of Fundsmith 41:47

2M ago41:47

41:47

Send us a text In this episode of Financial Planner Life, Chris Ball (CEO of Hoxton Wealth) steps in as host while Terry Smith, CEO of Fundsmith (and often referred to as the UK's answer to Warren Buffet), shares his fascinating journey from a career at Barclays Bank to becoming a widely known financial services disruptor! Starting in banking, he w…

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Finding the Right Firm, Fit, and Focus with Matt Stephens 45:25

2M ago45:25

45:25

Today on the podcast I’m joined by Matt Stephens from Willow Chute Financial. Matt has had a winding career path that has taken him to a variety of roles, firms, structures, and responsibilities. During his career in financial services, he has also served as an officer in the Army Reserves since 2008. In our discussion, we chat about the pros and c…

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224: Complete a Time Study to Boost Productivity Now 41:44

2M ago41:44

41:44

On the podcast this week, we dive into the powerful tool of time studies and how they can help advisors optimize their most valuable resource: time. Ever feel like you’ve been busy all day but have little to show for it? Yep. Me too. Conducting a time study can help you identify where your time is going, eliminate inefficiencies, and create more ba…

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Practical Lessons from Michael Mauboussin 1:01:49

2M ago1:01:49

1:01:49

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Michael Mauboussin, one of the most respected thinkers in finance. We revisit our interview with Michael and distill 10 key lessons that are still incredibly relevant for investors today.We explore crucial concepts like:The difference between investing …

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Women, Wealth and Podcasting: Tracy Brookes' Journey Through Her Financial Planning Career 46:08

2M ago46:08

46:08

Send us a text In this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey into the financial planning profession. Join us as Tracy discusses her remarkable journey from a chartered financial planner to becoming an influential voice in the financial p…

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223: How to Write a Book in Just 6 Weeks with Guest Paul McManus 49:04

2M ago49:04

49:04

Have you ever dreamed of writing a book, but found yourself held back by thoughts like: “It sounds too hard.” “I don’t know what I’d write about that hasn’t been done before.” “I’m not really good at writing.” “I don’t even know where to start—or who has the time?” You’re not alone in this. Many of us have the aspiration to write a book but get stu…

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Quality and Low Volatility: The Factors That Get No Respect 1:00:10

2M ago1:00:10

1:00:10

In this episode of Two Quants and a Financial Planner, we dive deep into the world of quality and low volatility factors in investing. We explore how these factors work, their academic foundations, and their practical applications in portfolio construction.We discuss the definitions of quality and low volatility, examining how they're measured and …

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222: Ideas to Implement -Growing a National Niche Empire - Advisor Success Story 14:34

2M ago14:34

14:34

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Growing a National Niche Empire - Advisor Success Story with Guest Nick DaughertyLINK FROM THIS SHOW Find out more about Financial Cop Here Conn…

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From Retail to Financial Planning: The Transformative Journey of Godfrey Asare 1:01:36

2M ago1:01:36

1:01:36

Send us a text Discover the transformative journey of Godfrey Asare, who transitioned from the food retail sector to becoming a successful financial planner, all while emphasizing the importance of financial literacy for everyone. This episode promises to unravel Godfrey's incredible story—from working at Waitrose, Itsu, and Marks and Spencer to hi…

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Walking the Walk along with Talking the Talk of Military Transition with Heather Walrath 39:26

2M ago39:26

39:26

I’m so grateful to have Heather Walrath joining us on the podcast today. She currently serves as financial education and accredited financial counselor at the Navy Mutual Aid Association. As part of the Education Team, Heather speaks one-on-one with servicemembers and spouses and provides group presentations to servicemembers and families across th…

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221: Growing a National Niche Empire - Advisor Success Story with Guest Nick Daugherty 46:13

3M ago46:13

46:13

Who doesn’t love a good underdog story? Everyone loves to see good things happen to good people. Today’s episode is exactly that— but with a healthy dose of takeaways and practical ideas for you as you grow your financial planning business. In this episode, I interview an advisor who started off selling senior trips, became a police officer, and th…

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From Accounting to Financial Planning: Charley Smith’s Journey to Success 38:08

3M ago38:08

38:08

Send us a text Have you ever wondered what it’s like to make the leap from the UK to Dubai for a career in financial planning? In this episode, we sit down with Charley, a UK-born client services manager, to delve into her journey of transitioning from accounting in the UK to working in international financial planning in Dubai. Charley shares her …

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Practical Lessons from Aswath Damodaran 1:03:19

3M ago1:03:19

1:03:19

In this episode, we dive into key lessons from our recent Excess Returns interview with valuation expert Aswath Damodaran. We unpack Damodaran's insights on:Why dogma in investing can be dangerousThe evolving landscape of active vs passive investingChallenges facing factor investingThe critical role of storytelling in valuationHow AI and 'personal …

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220: Ideas to Implement - When Part of Your Business is a Mess 10:07

3M ago10:07

10:07

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: When Part of Your Business is a Mess Join the Group Coaching & Mastermind HERE! Download the Family Tree Template Here Enroll in The Perfect RIA…

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From Admin to Paraplanner to Practice Manager - Paula Guedes Inspiring Journey in Financial Planning 44:54

3M ago44:54

44:54

Send us a text What does it take to transition from an administrative role to a technical expert in financial planning? Join us as we talk with Paula Guedes, a dynamic practice lead at Foster Denovo. Paulas journey from Brazil to the UK, pursuing a master's in finance and economics, and working her way up from an entry-level position to a chartered…

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The Case Against Value Investing 1:02:32

3M ago1:02:32

1:02:32

In this episode, we tackle a question that is on many investor's minds: Is value investing dead? We explore various arguments for and against value investing's continued relevance in today's market.We discuss:The impact of low interest rates and Fed policy on value investingWhether too many investors have adopted value strategiesHow narrative-drive…

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219: When Part of Your Business is a Mess 30:14

3M ago30:14

30:14

Ever felt like your business is a mess and you're the only one struggling to keep it together? You’re not alone. Today we are getting really about the mess parts of running a business... and what to do about it. I’ll share three actionable strategies to turn chaos into order, helping you build a business and life you truly love. In this episode we'…

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Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth 37:55

3M ago37:55

37:55

Send us a text Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden …

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218: Ideas to Implement --Create a Laser-Focused Marketing Message that Speaks to Your ICA 12:27

3M ago12:27

12:27

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: Create a Laser-Focused Marketing Message that Speaks to Your ICA LINKS: Download Your “Laser Focused Marketing Message and ICA” Worksheet Here J…

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