Two People. One Mission. To help active duty, guard, reserves, and military spouses make a successful career transition into the world of financial planning. Welcome to the Military to Financial Planner podcast with your hosts, Forrest Baumhover and Daniel Kopp. Join them as they share their unique perspectives and career transition advice, help you leverage your military experience, be intentional about each step of your career journey, and ultimately build the post-military life and career ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
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Exploring the world of Financial Planning. Accelerating your career.
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Learn all about real estate investing via entertaining, modeled stories about real estate investors with unprecedented insight into their situations.
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The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.
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We share the best client attraction and digital marketing techniques for Financial Professionals.
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EFP offers an in-depth and sophisticated solution for reporting & analysis, consolidation, budgeting, and dashboarding to complement your use of ERP system. EFP strikes a unique balance between offering heavy weight FP&A features and ease of use. Its non-compromising approach to performance and usability ensures the finance team has a unified solution they can depend on. From powerful drill to journal, no coding dashboard setup, superior report formatting options, sensible budget workflow, a ...
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Live from room five, The Business from Lovewell Blake Chartered Accountants and Financial Planners
Lovewell Blake
Have you ever wondered what it is like to work for a firm of Chartered Accountants and Financial Planners, or perhaps you are looking at taking that career path. Our careers series of podcast looks at exactly that as we hear from those that work at Lovewell Blake and their journey's on how they joined the firm to how they have trained, qualified and been promoted! We have also created podcasts about digital accountancy platforms, networking and more. There is something new coming all the tim ...
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Ceri Griffiths - Why I Work With Women Divorcing Multi Millionaire CEO's - Niche Financial Planning.
1:11:10
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1:11:10
This week is a talent partnership special with St James's Place Ever wondered how financial advisers can make a monumental impact on women's lives, particularly those navigating high-stakes divorces? Listen as we sit down with Ceri Griffiths from Willowbrook Financial Planning, who has carved out a unique niche advising women divorcing multi-millio…
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Passion, Perseverance, & Pivoting to Career Success with Roland McIntyre
35:31
35:31
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35:31
I’m grateful to have Roland McIntyre on the podcast for this episode. He is an XYPN member and founder of Mountaintop Wealth, his own fee-only RIA where he focuses on serving underrepresented and underserved communities including those in military or public service. We got connected awhile back and after meeting each other at XYPN Live last year, I…
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195: Project Management vs Client Tasks with Guest Lauren Hong
50:01
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50:01
Financial advisors—especially those within solo advisory firms—juggle a lot of balls! It takes time, talent, and a whole lotta energy to keep them all in the air, and oftentimes it’s a total unorganized mess! Nothing would feel better than to get ALL. THE. THINGS. organized once and for all! In this week’s episode, host Libby Greiwe chats with Laur…
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194: Ideas to Implement - Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
14:05
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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: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion ----------------- LINKS FROM THIS EPISODE Episode #146: How to Use a Template t…
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Why I joined the Financial Planning Profession as Head of Creative for Hoxton Capital - Sam Oakes
11:39
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11:39
Today is a solo episode with your host Sam Oakes who gives and update in his brand new role at Hoxton Capital Managment as the Head Of Creative. Reach out if you are an adviser interested in joining Hoxton in the UK or abroad. - sam@financialplannerlife.com Be sure to follow financial planner life on YouTube for extra content about a career within …
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193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion
24:38
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24:38
Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience? Thi…
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Life’s Good - It’s The Disease That’s The Problem. Financial Education Through Personal Tragedy
52:37
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52:37
When life throws you curveballs, financial foresight can be your greatest ally. Hazel Carter, a retired financial services professional , today shares how she turned tragedy into a mission of education. Hazels shares her husbands Alan's battle with motor neuron disease that strikes at the heart of why financial preparation is so crucial. We talk ab…
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192: Ideas to Implement - Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
8:16
VEach 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: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor . Download the Family Tree Template Here Enroll in The Perfect RIA Mas…
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How I cold called my way to £100,000,000 AUM, emotional intelligence and financial planning training with - Paul Taylor
56:55
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56:55
Join the conversation with Paul Taylor, an expert in financial planning, as we explore the secrets of turning ambitious individuals into top financial advising experts. With his own journey from humble cold-call beginnings to a financial planning powerhouse, Paul's passion lies in mentoring the mavericks of tomorrow. His treasure trove of strategie…
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191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor
23:55
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One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well! In today’s episode, Libby shares some tips for this break …
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190: Ideas to Implement - Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
10:02
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10:02
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: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman. —--------------------------------------- LINKS FROM T…
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Apprenticeship v University, Early Financial Planning career development at Foster Denovo with Ryan Edwards
31:08
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31:08
Ever wondered how a young professional scales the heights of the financial planning industry? Ryan Edwards, Client Relationship Manager at Foster Denovo, joins us to share the riveting tale of his career ascent. Ryan's story is one of bold choices and strategic connections. With an apprenticeship that catapulted him into the fast-paced finance sect…
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189: Avoiding Advisor Burnout and Functioning at Your Highest Level with Guest Spencer Sherman
44:24
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44:24
Burnout is real! We all know this business can be a complete and total hamster wheel…showing up, doing the thing, and living in the tornado of your to-do list. 🌪️ In today’s episode, Libby shines the light on burnout as she talks with guest Spencer Sherman. Together, Libby and Spencer tackle some important topics, including: Finding your flow state…
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188: Ideas to Implement - How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
6:45
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: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships -------------------------------------------------- Links …
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187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
46:32
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46:32
You’ve heard it before…you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you! Long story short---your On-Boarding Process is CRITICAL. What you do during this time frame really really really matters. You need to demo…
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186: *REPLAY* Design Your Perfect Schedule To Get It All Done in Less Time
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47:45
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. And the number one question I got from corporate folks is, "If you could share just ONE thing with adv…
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185: Ideas to Implement - *Free Download* Client Intel Process
10:17
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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: *Free Download* Client Intel Process ---------------------- LINKS FROM THIS EPISODE Grab the Client Intel Process PDF Here Learn more about one-…
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From the Army to the Wirehouse World to RIA with Amy King
39:05
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I’m excited to welcome Amy King on the podcast today. We start with her origin story that started with some fortuitous conversations about money and investing that ignited a passion for the subject and ultimately led her to the CFP while still on active duty. Through her personal network, she got a first job preparing taxes and doing paraplanning w…
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184: *Free Download* Client Intel Process
37:44
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It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰 As advisors, it’s important to take note of even the littlest details yo…
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What happens after the St James's Place Academy? My 3rd year as a Financial Planner - Natasha Percy-Baxter
1:29:44
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1:29:44
St James's Place Academy Partnership Special with Natasha Percy-Baxter! - Interested in finding out more about St James's Place Academy? - click here Episode Overview: In this exhilarating episode of the Financial Planner Life Podcast, we're thrilled to welcome back Natasha Percy-Baxter, a highly likable financial planner and partner at St James's …
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8 Promotions in 7 years at Foster Denovo, a Financial planning career development deep dive with Josie Freeman
57:18
57:18
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57:18
Episode 2 of the Foster Denovo talent partnership series. Click here to see the latest job opportunities with Foster Denovo. Embark on a journey with the remarkable Josie Freeman of Foster Denovo as she shares her ascent from history graduate to financial planning aficionado. Through her story, we uncover the transformative impact of mentorship, st…
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183: Ideas to Implement - RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
8:22
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: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer ---------------------- LINKS FROM THIS EPISODE Co…
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182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
31:35
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31:35
Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute. In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌 The goal of this virt…
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181: Ideas to Implement - Even More Good Ideas You Can Implement Today
11:29
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11:29
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: Even More Good Ideas You Can Implement Today --------------------------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax…
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Redefining Financial Planning Through Diversity and Education with Guest Phoebe Ellis
52:42
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52:42
Charlie Scott is joined by Phoebe Ellis, the remarkable Rising Star of 2023 from the Women in Finance Awards and Client Relationship Manager at First Wealth, graces our podcast with her vibrant journey from the world of PE and art to the financial sector. Her path, influenced by personal connections and a drive for inclusivity, echoes throughout ou…
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180: Even More Good Ideas You Can Implement Today
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Two weeks ago we did an episode that was just a bunch of “random good ideas,” and we’re back with a Part 2! Each week Libby strives to bring you an actual ROI on listening through ideas you can implement in your business right away. In today’s podcast episode, Libby more simple yet most effective ideas that help advisors, including: A few good idea…
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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: Michael Kitces on Time Management & Building Your Model Week --------------------------------------- LINKS FROM THIS EPISODE Connect with Michae…
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Experimenting with Service Models & Niches with Erik Baskin
36:20
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36:20
Today I chat with Erik Baskin of Baskin Financial Planning. I still remember some of my first conversations with him back in the very early days of this podcast so it’s a full circle moment for both of us in this episode. Since launching his own RIA in 2021, while still on active duty, Erik has further refined his niche focus to go beyond just the …
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178: Michael Kitces on Time Management & Building Your Model Week
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When the name MICHAEL KITCES is mentioned, everyone stops to listen! And this time should be no different! In today’s podcast episode, I am thrilled to have THE Michael Kitces share how he’s able to run multiple successful companies by taking charge of his most precious commodity—time! ⌚ Michael has perfected the art of time management over the yea…
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177: Ideas to Implement - Five Good Ideas You Can Implement Today
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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: Five Good Ideas You Can Implement Today ---------------------- LINKS FROM THIS EPISODE Learn More About the Retirement Tax Services Summit Here!…
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Crafting a Legacy Beyond Profit: The Ethical and Community-Centric Approach of Altor Wealth Management
57:51
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57:51
Discover the blueprint for a financial firm rooted in ethical values and community impact as I chat with Matt Pitcher from Altor Wealth Management. Matt takes us on his odyssey from a corporate cog to the architect of a B-Corp-certified haven for equitable financial planning. We delve into the fresh terrain of flat fee subscriptions, the gravity of…
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176: Five Good Ideas You Can Implement Today
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31:29
“Ideas are easy. Implementation is hard.” After decades of building and running her own successful advisory practice, Libby has collected lots of good ideas along the way. In addition to scaling her own firm, she’s helped over 1,000 advisors implement lots of “good ideas” to help them create efficiencies, increase client experience, and to just do …
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Shaping the Next Generation of Financial Advisers with Expert Guidance from Matt Fowler of St James's Place
1:05:23
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1:05:23
Financial Planner Life - Talent Attraction Partnership Special with St James's Place Academy - Join Today! Embark on a journey with Matt Fowler, a chartered financial planner and partner at St James's Place, who joins us to share his remarkable career evolution and the strategic insights that have propelled his success. From his transition out of c…
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175: Ideas to Implement - Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
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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: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson ---------------------- LINKS FROM THIS…
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The Power of Alignment: Culture, Values, and Growth Mindset’ with Roger Brosch, CEO of Foster Denovo
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39:59
Talent Attraction Partnership Special - Foster Denovo are Hiring - click here for jobs On this weeks episode i'm joined by Roger Brosch CEO of Foster Denovo, you can watch the face to face video episode on youtube. Discover the leadership secrets that have propelled Foster Denovo to the forefront of the financial planning profession, as we sit down…
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174: Buying Back Your Time: Leveraging Others' Expertise to Get it All Done Faster With Guest Carter Wilcoxson
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52:03
We all wish we had more…TIME! ⏰ While it’s a fleeting and precious commodity, there are strategic ways to buy back more hours in your day. In today’s episode, our guest, Carter Wilcoxson, discusses various options that help advisors save time, energy, and money, including his very own Advisor Partner Client Acquisition Kit…which is filled with some…
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173: Ideas to Implement - Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
8:17
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: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle ---------------------- LINKS FROM THIS EPISODE Check out the podc…
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Exploring Gen AI's Transformative Impact on Financial Advice and Compliance - Fintech Special
1:04:20
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Prepare to have your mind expanded as we journey through the dynamic world where artificial intelligence reshapes the financial services landscape. Joined by industry visionaries Robert Harradine from Ammonite , Craig Barraclough from Finovation and Joseph Twigg from Aveni . We dissect how AI is not just revolutionising finance but becoming an indi…
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Enlisted Money Guy & Paraplanning with Brandon Lovingier
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34:48
Today we welcome Brandon Lovingier, the Enlisted Money Guy on the podcast. Brandon has created some really great content out there to serve his fellow servicemembers and shares his journey of financial successes and lessons learned. In addition to his prolific content creation, Brandon is also a virtual paraplanner - all while still being on active…
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172: Habits, Actions, and Behaviors of Successful Advisors with Guest David DeCelle
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46:12
Success is no accident—it doesn’t happen by mere coincidence. It is the result of intentional habits, actions, and behaviors developed over time. In this week’s episode, our guest, David DeCelle, shares how a commitment to personal and professional growth is critical to achieving career milestones. He lays out some foundational strategies to propel…
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171: Ideas to Implement - My NEW Favorite Focus Hack for Increased Productivity (and a Few Other Tools!)
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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: My NEW Favorite Focus Hack for Increased Productivity (and a few other tools!) LINKS FROM THIS EPISODE Check out the Retirement Tax Services 202…
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Alan Smith from Capital Asset Managment, The Bullet Proof Financial Planner - Host of TRAP Podcast, talks Innovation and careers in Finanical Planning
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1:08:03
Unlock the secrets to entrepreneurial success in the financial world with Alan Smith of Capital Asset Management and co-host of The Real Adviser Podcast ( TRAP) we start our journey with Alan tracing the milestones of building a financial planning firm, where vision meets values, and the magnetic pull of a mission-driven culture draws exceptional t…
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170: My NEW Favorite Focus Hack for Increased Productivity (& a Few Other Tools!)
36:20
36:20
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36:20
If I can find a way to increase my focus and efficiency… OF COURSE I’m going to share it. 🤗 In today's episode, I have got a couple of productivity ideas for you. One that is brand new, and has been honestly so unbelievable for me. It’s giving me an extra 90+ minutes a day of major focus and helping me crush my to-do list like a boss. 💪 No joke! Bu…
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169: Ideas to Implement - Delegating Tasks That Are Nuanced **FREE DOWNLOAD**
10:29
10:29
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10:29
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: Delegating Tasks That Are Nuanced **FREE DOWNLOAD** ---------------------- LINKS FROM THIS EPISODE Grab the Asset Transfer Script Download here!…
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Turning Personal Loss into Professional Growth: Guy Skinner's Journey in Life Protection and Financial Planning
56:35
56:35
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56:35
When life handed Guy Skinner, from CityGate Financial Planning, a devastating loss, it carved out a path for him that would intertwine personal resilience with professional wisdom. Join us as Guy shares the deeply personal experience of losing his father and how it shaped his approach to life protection in financial planning. In a conversation that…
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Jumpstarting Your Financial Planning Career with Matt Fizell
42:48
42:48
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42:48
I welcome Matt Fizell on the podcast today after admiring his work for quite awhile. Matt is the founder of his own RIA, Harmony Wealth based in Madison Wisconsin. But as we discuss in this interview, Matt took a circuitous route from his initial undergraduate training in financial planning, working in a broker dealer, finding out about fee-only fi…
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168: *FREE DOWNLOAD* Delegating Tasks That Are Nuanced
27:47
27:47
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27:47
One of the biggest challenges for any advisor is delegating tasks that require knowledge, experience, and education—the stuff that lives in your head based on years of experience. It often feels too daunting to explain all the details to someone, so we continue to do ALL. THE. THINGS. 🙃 In today’s episode, Libby walks you through the steps she took…
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Orann Coyle – financial planning client acquisition via Instagram!
58:14
58:14
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58:14
Today on the Financial Planner Life podcast we are at St James’s place, for a face to face episode with Orann Coyle of KMC Wealth Management Oran is a relatively new Financial Adviser and Wealth manager based in Londonderry, Northern Ireland. Orann is an avid Instagrammer – he talks us through how he has managed to utilise his online presence to ga…
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167: How to Hire, Train, and Retain Quality Talent to Your Team with Guest Alanah Phillips
48:23
48:23
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48:23
We all know that building a dynamic, cohesive team you can trust is essential to scaling a successful advisory practice, but how do you go about finding, hiring, and retaining great employees? Acquiring the right people—in the right role—is one of the hardest yet most critical aspects to growth. No people = no scale. 📈 Alanah Phillips, recruiting, …
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166: Ideas to Implement - What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP
8:34
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: What’s the Right Business Structure for my Advisory Firm w/ Guest Stephen Taylor, JD, CFP ----------------------------------- LINKS FROM THIS EP…
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