The Financial Life Coach Podcast

The Financial Planning Training Academy
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The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.

  1. Man's search for Significance and Purpose - with Jason Butler

    10/09/2020

    Man's search for Significance and Purpose - with Jason Butler

    Jason Butler @jbthewealthman www.Jason-butler.com www.generationnext.uk We hear why Jason had to "move on" from the firm that he founded About the emotional toll before and after exit His 3 tips for exiting a business What he would have done differently How to not make it personal and keep the eyes on the prize.

    1h 13m
  2. "If at first you don't succeed....." - Marlene Outrim

    29/08/2020

    "If at first you don't succeed....." - Marlene Outrim

    In this POD we learn about the two successful acquisitions UNIQ has made. We hear about the lessons learnt from the two that didn't complete. We hear about the importance of having your own ship in order. The value of a really good lawyer The challenge of managing the former owner relationship. Marlene Outrim Founder and Managing Director UNIQ Family Wealth @UNIQfw

    1h 17m
  3. True entrepreneurs seek and live for the challenge - with Michael Smith

    21/07/2020

    True entrepreneurs seek and live for the challenge - with Michael Smith

    Why Michael started buying businesses as soon as he opened his business Why he is a true entrepreneur How he designs and maintains his culture Acquisition is not a solution for an underperforming business An update on the 25 year plan ‪@Chamberlyns_MS ‬

    1h 13m
  4. It's all the planning - Neil & Helen Bailey

    07/05/2020

    It's all the planning - Neil & Helen Bailey

    Neil & Helen Bailey @Fortitude_Neil Fortitude Financial Planning It's all in the planning Why a personal life plan is needed first to exit a business Why good business practice is needed no matter what option is chosen to exit How being honest and starting early will stand you in good stead Why shared values trump everything

    1h 27m
  5. Boiling The Frog Slowly - with Ruth Sturkey

    30/04/2020

    Boiling The Frog Slowly - with Ruth Sturkey

    @RuthSturkey Learn how Ruth built The Red House Ruth explains the drivers behind and motivations for her exit She shares how Paradigm Norton were the firm for her The challenges she faced and biggest lessons and lots of tips

    1h 9m
  6. Lee Robertson - selling to the team, protecting the business for them and their clients

    08/04/2020

    Lee Robertson - selling to the team, protecting the business for them and their clients

    Lee's advice when you are planning to sell and exit your business Start early Have grown up discussions Have those facilitated by the company lawyer Decide on how and when to involve the team, don't wait for them to find out Don't make it personal Keep it honest and transparent Pay for the best possible advice @leerobertson64

    1h 26m
  7. Mergers, acquisitions and EOT's - Barry Horner

    11/03/2020

    Mergers, acquisitions and EOT's - Barry Horner

    Barry Horner - CEO - Paradigm Norton @paradigmnorton Damien discusses with Barry how the firm has grown to an £8M turnover professional services firm. The two types of acquisition the firm have made. How they joined forces with the Red House. The lessons learned. How selling the firm to an EOT has ticked so many boxes.

    1h 8m
  8. All good things come to those that wait - Damien Rylett

    26/02/2020

    All good things come to those that wait - Damien Rylett

    Damien Rylett - CEO- Brunel Capital Partners @damienrylett In this episode I speak to Damien about the acquisition his firm made in 2016. We discuss the challenges he faced and overcame, what went well and what he would do differently next time. We hear how the deal was valued and funded and how an SPA can be amended afterwards, to reflect the real world.

    1h 27m
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About

The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.

Information

  • Creator
    The Financial Planning Training Academy
  • Years Active
    2017 - 2020
  • Episodes
    54
  • Rating
    Clean
  • Copyright
    © FP Training Academy 2021 - All rights reserved
  • Show Website
    The Financial Life Coach Podcast