Financial Adviser Lives Podcast

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Brett is recognised as the leading management consultant to ambitious financial planning firms in the UK.

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Jacqui works with leaders to improve presentation skills and executive presence. The success of this partnership comes from her experience as a visiting professor at INSEAD, a former BBC news anchor and an acclaimed author.

Taken from the acclaimed Financial Adviser Mastermind & Challenge, George Kinder is internationally recognised as the father of the Life Planning movement.  The Harvard-educated George Kinder revolutionized financial advice for over 30 years by training over 3,000 professionals in 30 countries in the field of Financial Life Planning. He founded the Kinder Institute of Life Planning in 200...

How does your financial planning business SOUND? Julian is author of the books Sound Business and How to be Heard. Collectively Julian’s five TED.com talks on sound and communication have been viewed over 100 million times; one of them is in the top 10 TED talks of all time. Julian is regularly featured as a sound and communication expert in the world’s radio, print and web media, including TIME M...

Daniel Priestley is a successful entrepreneur who has built businesses in Australia, Singapore, and the UK. He's the co-founder of Dent Global, one of the world's top business accelerators for entrepreneurs and leaders to stand-out and scale-up. Listen to Philip Calvert's interview with Daniel about his books Oversubscribed, Key Person of Influence and how Scorecard Marketing can attract high qual...

Taken from the acclaimed Financial Adviser Mastermind, Richard is a retail theft and card fraud consultant who is challenging the banks to reimburse those who have lost life changing sums of money as a direct result of authorised push payment fraud scams.  Keeping their clients appraised of financial fraud and scams should be a key educational role played by the financial advice community.

Taken from the acclaimed Financial Adviser Mastermind, Thorsten shares amazing insights and ideas for financial advisers on how to make the most of technology in their businesses.  Highly recommended listen...

Taken from the acclaimed Financial Adviser Mastermind & Challenge, Catherine is a rising star in the financial planning world with her unique approach to online engagement. Catherine can help to simplify money for you, help you change behaviours that are not serving you, set a financial plan, make more money, grow your money and invest it with confidence.

The rate of change is accelerating leaving many forever behind the curve. Dealing with change, driving change and embracing change are now, more than ever, essential skills in order to actually see growth in organisations and individuals. The Change Solution starts with brain health leading to wealth via a little mischief for perspective and efficacy.  Taken from the acclaimed Financial Advis...

Recording from the acclaimed Financial Adviser Mastermind and Challenge.  If you're a financial advice professional, you're probably looking for more Right-Fit Clients - clients who are a pleasure to work with and who appreciate you for all the right reasons.  Are you finding it challenging to reach these people? Are you maximizing the referral/introductions process? Are you communicatin...

Recorded as part of the acclaimed Financial Adviser Mastermind and Challenge, enjoy this interview with Abraham Okusanya. Abraham is the founder and CEO of Timelineapp.co, the next-gen retirement income software used by financial advisers to create and manage sustainable withdrawal strategies for their clients. With users in the US, UK, Canada, Australia and Ireland - Timelineapp’s vision is to he...

Recorded as part of the acclaimed Financial Adviser Mastermind and Challenge.  Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual le...

Michael Kitces is a US based financial planner, speaker, blogger, educator and founder of Nerd's Eye View - the single most popular blog for financial advisers worldwide.  This interview is taken from the acclaimed Financial Adviser Mastermind and Challenge. Send a message:  https://anchor.fm/philip-calvert/message

This episode is taken from the acclaimed Financial Adviser Mastermind and Challenge.  Join me when I interview Justin King CFP® , Chartered Financial Planner, Master Life Planner and owner of MFP Wealth Management in Christchurch, Dorset in the UK. Justin is one of the most highly qualified financial planners in the UK, and is also host of The Retirement Café Podcast.  He is an Accredite...