In this episode, we have Cathi Harrison, founder of Para-Sols and also the newly formed Apricity Compliance.
We talk about her incredible journey in Financial Services going from one woman band to building a large outsourced Paraplanning firm.
We also talk about what she has learnt hiring and also recruiting and training graduates and why she is passionate about this area.
We also talk about the future of compliance and file checking and technology that she thinks advisory firms can use to build efficiencies.
Finally she gives us some thoughts about how we can get more younger females in financial services as she is a great role model in this area.
In this episode with Paul Resnik, the founder of Finametrica, we talk to Paul to discuss the current trends around the world when it comes to Financial Planning.
Paul doesn’t pull any punches in telling Adam his views on the past and the future and why he is building a next generation type financial planning firm himself.
This is a really interesting perspective and we also cover off risk profiling and suitability in a candid way.
In this episode, our 50th, we chat to Rich and Nick from Ellis Davies. They briefly take us through their backgrounds, how they met and why they setup their firm together.
We talk about how the timing was right for Ellis Davies and the “why” behind their firm and how the first year has gone.
This is an interesting insight into a 50/50 partnership and how they have skillsets that complement each other.
In this episode, Adam talks to Sam Sloma, MD of Engage FS about the first year of his financial planning firm.
Sam openly talks about his first year figures, the challenges and what has gone well and not so well.
Sam also talks about his fee and service proposition and how he works with clients on a fixed fee basis.
In this podcast, Rohan & Chris discuss Chris' recent sale of his majority shareholding in Ovation to an Employee Ownership Trust (EOT) and the implications of this including affect on himself, his staff and his clients. We delve into the mechanics of such a setup and discuss the advantages and disadvantages attached to it.
What we cover in the podcast:
Brian’s background, firm and who he works with
His approach to financial planning
How he would approach things as a NextGen Planner
His mistakes and good calls
The Training he is launching
Advice on other training and resources
Sarah’s background in Financial Services
What DataPoints is and what it does
the Results from DataPoints with newer generation advisers
Sarah’s beliefs on money coaching
DataPoints launching in the UK
Phil Young from Hero to Zero and all things Financial Services