Dont Shoot The Messenger

Chris Ball
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Hi, I'm Chris Ball, and welcome to my podcast, "Don't Shoot the Messenger."   My no-nonsense approach to building wealth and scaling businesses comes from real experience, not theory. I’ve built an international financial planning company with $3.3bn assets under management. I have coached top performers and seen what works (and what doesn’t) up close.   This podcast is for the ones who are done with fluff: The high earners who still feel brokeThe entrepreneurs are burning out trying to chase growthThe ambitious professionals who are starting to question the game they’re playingAnd anyone who’s beginning to realise that more isn’t always betterI’m not here to coddle. I’m here to be honest.  You might not like everything I have to say, but I’m not here to be liked.  I’m here to help you get clear, get focused, and get real results.   All I ask is: Don’t Shoot the Messenger. This is a Financial Planner Life Production 🎬

  1. 1d ago

    The Secret to Building a Limitless Advice Business with Stephanie Bogan

    What if the biggest thing holding your advice business back isn’t your strategy, but your mindset? In this episode of Don’t Shoot the Messenger, Chris Ball sits down with Stephanie Bogan, founder of Limitless Advisor Coaching, to explore how financial advisers can build more profitable businesses without sacrificing their time, freedom or personal lives. Stephanie has spent more than 30 years helping advisers transform the way they think, work and grow. After building her first consulting firm at just 24 and later selling it for seven figures, she went on to help shape the practice management strategies used by thousands of advisers across the United States. If you’re a financial adviser, business owner or ambitious professional who wants to achieve more without allowing work to consume your life, this episode is for you. If you want to see what life in Hoxton Wealth is like, please visit:  / @hoxtonlife  For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com For my videos by Chris, please visit his Youtube:  ⁨@ChrisBallHoxton⁩

  2. Jul 22

    How One Adviser Used AI to Reinvent Client Meetings | Mike LeGassick

    In this episode of Don't Shoot the Messenger, Chris Ball sits down with financial adviser, author and behavioural investment coach Mike LeGassick* to explore why great financial advice has far less to do with investment performance than most people think. After more than 30 years in financial planning, Mike has become convinced that the biggest factor behind successful investing isn't markets, products or portfolios. It's human behaviour. The conversation explores how advisers can use psychology, storytelling and now AI to create better client outcomes, build stronger relationships and communicate in ways that clients actually remember. In this episode, you'll learn: - How AI can improve client conversations rather than replace advisers - Why storytelling is one of the most powerful tools an adviser can use - The books and mentors that shaped Mike's career - How simple props and memorable analogies can transform client meetings - Why great communication builds trust better than charts and technical jargon - What the future of financial advice could look like Whether you're a financial adviser, planner, business owner or simply interested in how psychology influences decision-making, this episode is packed with practical ideas you can apply immediately. If you enjoyed the episode, don't forget to like, subscribe and share it with someone who would find it valuable. If you would like to hear more from Chris, you can sign up for his bi-weekly newsletter here: https://tinyurl.com/yt6ucav3 If you want to see what life in Hoxton Wealth is like, please visit:  / @hoxtonlife  For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com For my videos by Chris, please visit his Youtube:  ⁨@ChrisBallHoxton⁩

  3. Jul 14

    This is What Financial Planning Looks Like in 2030 | Tom Brookes

    Tom Brookes didn't enter financial planning the traditional way. After writing a list of 200 possible careers, he decided financial advice was the one. Three and a half months later, he had passed six CII exams, secured multiple job offers, and begun a career that would eventually lead him to launch his own boutique wealth management firm, Arboretum. Tom has built much of his firm's technology himself using AI, creating automations that generate meeting notes, draft reports, review compliance, check data accuracy and dramatically reduce administrative work. In this episode, Tom and I discuss: • How Tom went from property management to founding his own financial planning firm • Passing six CII exams in just three and a half months • Why more firms should invest in training the next generation of advisers • How AI is changing financial planning and what firms should be doing now • Whether wealth management businesses should build their own technology rather than rely on off-the-shelf software • The opportunities and risks AI presents for advisers over the next decade • What it really takes to start your own financial planning firm Whether you're a financial planner, business owner or simply interested in how AI is reshaping professional services, this conversation is packed with practical insights and a fascinating look at where the profession is heading. If you enjoyed this episode, don't forget to like, subscribe and leave a comment with your thoughts. #FinancialPlanning #ArtificialIntelligence #WealthManagement #FinancialAdvice #AI #Business #Entrepreneurship #Technology #Podcast #ChrisBall If you want to see what life in Hoxton Wealth is like, please visit:  / @hoxtonlife  For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com For my videos by Chris, please visit his Youtube:  ⁨@ChrisBallHoxton⁩

  4. Jun 25

    The Financial Advice Industry Has a Talent Crisis with Hannah Moore

    The financial advice profession has a talent problem. Experienced advisers are approaching retirement, firms are struggling to attract younger talent, and artificial intelligence is beginning to reshape many of the entry-level roles the profession has traditionally relied upon. In this episode of Don't Shoot the Messenger, Chris Ball sits down with Hannah Moore, founder of Guiding Wealth and Amplified Planning, creator of the Externship programme, and one of Investopedia's Top 100 Financial Advisors. They discuss: • Why financial planning struggles to attract new talent • The biggest mistakes firms make when training advisers • How AI will change entry-level roles • Why relationship skills matter more than ever • The future of adviser education and development • Why career changers are entering financial planning • What firms need to do to build the next generation Hannah has helped thousands of aspiring planners gain real-world experience through her Externship programme and is helping reshape how financial advisers are trained. If you work in financial advice, wealth management, or are considering a career in the profession, this conversation is essential listening. #FinancialPlanning #WealthManagement #FinancialAdvice #FinancialPlanner #AI #Careers #WealthManagementCareers #FinancialServices If you want to see what life in Hoxton Wealth is like, please visit:  / @hoxtonlife  For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com For my videos by Chris, please visit his Youtube:  ⁨@ChrisBallHoxton⁩

  5. Jun 10

    From Cold Calling to 139 Clients: How Guy Skinner Built Citygate Financial Planning

    How do you build a successful financial planning business? In this episode of Don’t Shoot The Messenger, Chris sits down with Guy Skinner, founder of Citygate Financial Planning, to discuss how he built a thriving financial planning firm, won 139 clients in his first year, and why most planners underestimate what it really takes to run a business. Guy shares the lessons that shaped his approach to financial planning, from cold calling and niching into lawyers, to building a referral engine and scaling a growing team. Guy opens up about the personal experiences that shaped his belief in financial planning, including losing his father at a young age and seeing first-hand the impact proper protection planning can have on a family. Whether you are a financial planner, business owner, or someone interested in wealth, growth, and building a meaningful business, there is a huge amount to take from this conversation. Subscribe for more conversations with leading financial planners, business owners, and industry experts. #FinancialPlanning #FinancialAdvisor #WealthManagement #BusinessGrowth #Entrepreneurship If you want to see what life in Hoxton Wealth is like, please visit:  / @hoxtonlife  For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com For my videos by Chris, please visit his Youtube:  ⁨@ChrisBallHoxton⁩

  6. May 14

    The Adviser Who Joined a Fund Manager to 10x His Impact | David Swanwick, Dimensional Fund Advisors

    David Swanwick is Head of Client Communications EMEA at Dimensional Fund Advisors, but he didn't start there. He began his career in banking, moved into independent financial advice in Brisbane, helped merge 14 firms into a single national group managing $10 billion AUD, then made the leap to London to join Dimensional in 2011.  Whether you use Dimensional or not, this episode is packed with practical thinking on how to run a better advice business, communicate more effectively, and position the value of what you do with confidence. If you want to see what life in Hoxton Wealth is like, please visit:  / @hoxtonlife  For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com For my videos by Chris, please visit his Youtube:  ⁨@ChrisBallHoxton⁩

  7. Apr 17

    How to Get Clients to ACT on Your Advice with Paul Taylor

    In this episode of Don’t Shoot the Messenger, Chris sits down with Paul Taylor, a financial planner turned coach who has spent over 25 years working with business owners and entrepreneurial families. After building a £100m client book, Paul stepped away to focus on what he believes is the most undervalued skill in the profession: Communication that actually drives action. In this episode, we cover: - Why clients do not act on financial advice - Why “sales” has become a dirty word (and why that is a problem) - The role of emotion in decision-making - How better conversations lead to better outcomes If you are a financial planner, advisor, or business owner looking to improve how you communicate, influence, and deliver real value to clients, this episode is for you. If you want to see what life in Hoxton Wealth is like, please visit:  / @hoxtonlife  For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com For my videos by Chris, please visit his Youtube:  ⁨@ChrisBallHoxton⁩

  8. Apr 8

    From Broom Cupboard to £100M+ Advice Firm (Alan Smith’s Story)

    In this episode of Don’t Shoot the Messenger, Chris Ball sits down with Alan Smith, Founder and CEO of Capital Asset Management, to unpack what it really takes to build a successful financial planning business. Alan started his firm over 20 years ago from a small office in Victoria. Today, he is widely recognised as one of the most respected voices in UK financial planning. They cover: - How Alan went from a salaried role to building his own firm - Why being a great adviser does not automatically make you a great business owner - The reality of starting from scratch and managing early uncertainty - How referrals, niche positioning and content drive consistent growth - The story behind The Real Adviser Podcast (TRAP) and its impact on the profession - Why AI could elevate financial planning rather than replace it If you are a financial planner thinking about building a business, growing your client base, or positioning yourself in a changing industry, this episode is worth your time. If you want to see what life in Hoxton Wealth is like, please visit:  / @hoxtonlife  For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com For my videos by Chris, please visit his Youtube:  ⁨@ChrisBallHoxton⁩

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About

Hi, I'm Chris Ball, and welcome to my podcast, "Don't Shoot the Messenger."   My no-nonsense approach to building wealth and scaling businesses comes from real experience, not theory. I’ve built an international financial planning company with $3.3bn assets under management. I have coached top performers and seen what works (and what doesn’t) up close.   This podcast is for the ones who are done with fluff: The high earners who still feel brokeThe entrepreneurs are burning out trying to chase growthThe ambitious professionals who are starting to question the game they’re playingAnd anyone who’s beginning to realise that more isn’t always betterI’m not here to coddle. I’m here to be honest.  You might not like everything I have to say, but I’m not here to be liked.  I’m here to help you get clear, get focused, and get real results.   All I ask is: Don’t Shoot the Messenger. This is a Financial Planner Life Production 🎬

Information

  • Creator
    Chris Ball
  • Years Active
    2025 - 2026
  • Episodes
    27
  • Rating
    Explicit
  • Copyright
    © 2026 Dont Shoot The Messenger
  • Show Website
    Dont Shoot The Messenger

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