The Ultimate FD Podcast

I am super excited to share this latest episode with you all where I got to chat with the amazing Glenn Poulos - a true sales guru with over 40 years of experience! 🚀 Glenn's journey is pretty incredible. He started as a government worker back in '82, then made the leap into sales where he absolutely crushed it.  He eventually built and sold multiple successful sales companies (the latest one to...

Magic Moment 25 has landed! ✨   In this week's episode of Magic Moments, along with my guest Mo, we dive into the nuanced strategies of maximising your business margins through efficient supply chain management.    We highlight the clever use of vertical and horizontal margins in boosting your business profitability - this is particularly useful for letting agents and other service-oriented busin...

In this week's episode of the UFD podcast, we're sharing the second half of our most recent webinar - Make 2025 your most LUCRATIVE year yet 🚀 We're diving into something I'm super passionate about - how to actually make your business profitable instead of just chasing sales. Most entrepreneurs are obsessed with pulling one lever in their business: sales growth. Meanwhile, there are all these oth...

Magic Moments Ep 24 is here! ✨   In this week's episode of Magic Moments, we've got a snippet from my conversation with award winning insolvency expert, Mr Mike Chamberlain.    Together we delve into the crucial topic of managing business structures and effectively handling financial downturns 🙌🏻   He discusses strategies to protect your assets in business operations and prevent financial ruin,...

Today we're diving into something really important that I've noticed during my recent calls with 6 and 7 figure entrepreneurs.   And that is: even the most successful entrepreneurs running 7-figure businesses are making mistakes that could be costing them serious money - we're talking six figures in lost profits 🤯   When I speak with these entrepreneurs, the same issues keep popping up, even with...

Welcome back to another episode of Magic Moments from the UFD Podcast.   Today I want to dive into something I'm super passionate about - how to actually build wealth through your business in a smart way.   I've been in the trenches with this stuff and I want to share what I've learned about pulling value from your business while keeping it healthy and tax-efficient. Whether you're just starting o...

In this week's episode, we dive into something crucial - portfolio reviews and making your investments work harder for you 💪🏻 I've been in property investment for years, running Ultimate FD and building my own portfolio. Today I'm sharing my approach to maximising returns through strategic portfolio management. Here's what I cover in this episode: ➡️ I break down how to properly assess your inve...

Welcome to Episode 22 of Magic Moments! ✨   In this week's episode we dive into the art and science of financial storytelling through "dictate to dictate" philosophy. This will transform your standard financial accounts into potent tools for decision-making!    Through real-world examples from my own business, I show you how a clear financial narrative can significantly impact your business strat...

In this week's episode of the Ultimate FD Podcast, we're helping you make 2025 your most profitable year 🚀 We're releasing PART ONE of our recent webinar - Make 2025 your most LUCRATIVE year on record! This episode is going to help you reflect on the past year's performance and set a clear trajectory for unprecedented financial success THIS YEAR. You'll get actionable strategies aimed at quadrupl...

Magic Moments Ep 21 is here ✨   In this episode of Magic Moments, we delve into the intricacies of financial strategies for directors, focusing on the prudent use of dividends versus PAYE (Pay As You Earn) systems.   This episode will empower you with essential tips and hacks on wealth-building and business profitability, with high-value strategies that can transform how business owners perceive...

READY TO CREATE A KILLER FINANCIAL PLAN? 💸🚀 In this week's episode I'm unpacking the essentials of creating a game-changing financial plan for the upcoming year 2025 😎 Based on my own experiences and the latest strategies, I'm giving you a behind the scenes look into the process that has led UFD to achieve its most lucrative year on record! Despite escalating overheads, the business has ended 2...

Welcome to Magic Moments episode 20! ✨   In this episode along with our guest Tej, we explore an array of strategies aimed at maximising your financial potential in 2025. We share impactful insights into financial strategies that guarantee business growth and enhanced personal wealth 😍   We discuss tax strategies and how you can legally retain more income from your business, as well as efficient...

Top 14 Life Hacks for 2025! 🚀🙌🏻   In this episode, I'm sharing something I'm incredibly passionate about - optimising how we live and operate in both our personal and professional lives.   This week I'm sharing my top 14 life hacks for 2025. These are strategies that will help you sleep better, boost your productivity and efficiency and help to make you a better entrepreneur! 🔥   You'll also b...

Episode 19 of Magic Moments is here! ✨   This moment delves into essential productivity tools that helped UFD have the most incredible year in 2024. These are productivity tools that are essential for any entrepreneur who wants to make the absolute most out of the time they and their team have got.    From efficient task management to leveraging recurring tasks for seamless business operations, t...

Unlocking the Keys to Entrepreneurial Success: How Laurie Duncan built his property empire.   In this week's episode of The UFD podcast we've got another guest on for our Millionaire Money Matters series!   I sit down with Laurie Duncan, a property entrepreneur redefining success in the Scottish real estate market. As the co-founder of The Real Property Group, Laurie's story of building an empire...

Accelerating Business Value: Exit Planning for Maximum Profit 🚀 In this enlightening episode, I chat with Julie Wilkinson about the intricacies of financial management and strategic business exits.  Julie, with her vast expertise in finance and accounting, offers a deep dive into the essential governance and control mechanisms that entrepreneurs need to scale their businesses effectively and prep...

IT'S THE FINAL DAY OF OUR 12 DAYS OF CHRISTMAS SPECIAL SERIES! 🙌🏻🚀 Welcome to your special New Year's episode!  This episode will kickstart your 2025 with essential strategies to achieve your most lucrative year yet. I'm providing you with a roadmap to success through clear financial planning and strategic business execution 🫡 You'll explore how to create robust plans, understand key financial...

Welcome to Day 11 of our 12 Days of Christmas - Magic Moments Edition! 🎄 This Magic Moment features an inspiring conversation with our guest Adam Goff as we explore thought-provoking insights into carving out a unique lifestyle free from societal constraints. Prepare to delve into the ethos of living life on your own terms, especially concerning wealth generation, happiness, and avoiding the typi...

We're on Day 10 of our 12 Days of Christmas Magic Moments Series! 🙌🏻 We're joined by Shiv Haria in this episode and we're talking about the evolution of financial mindsets and innovative business strategies. We dive deep into transforming traditional perceptions of money into a contemporary understanding, focusing on how entrepreneurs can enhance their outlook to achieve success in today's dynam...

Day 9 of your 12 Days of Christmas Magic Moments is here! 🎅🏼 In this episode we explore the concept of 'Building It Backwards' to align your business success with personal fulfillment. I share a revolutionary approach to structuring your business around the life you want, focusing on core areas that influence both financial prosperity and quality of life 🚀 This episode is aimed at entrepreneurs...

It's Day 8 of our 12 Days of Christmas Magic Moments Series! 🎄 Next up, we are delving into the concept of financial independence and the sacrifices it entails! Our esteemed guest, Perry Wilson, shares his philosophy that anyone willing to work diligently and make necessary sacrifices can achieve significant wealth. Contrary to quick-rich schemes, he emphasises that reaching financial goals invol...

Welcome to Day 7 of our 12 Days of Christmas - Magic Moments Edition! 🎄 Join Huw Davies and I as we dive into practical strategies for managing your personal finances. We cover smart spending habits, frugality, and meaningful financial planning.  We also share insights on questioning and eliminating unnecessary expenses, explore the concept of guilt-free spending and share personal anecdotes abou...

Welcome to Day 6 of your 12 Days of Christmas! We interrupt your Magic Moments to bring you a special Boxing Day episode! 🙌🏻 I'm sharing with you my 24 Tips From 2024! These are all based on my entrepreneurial journey and insights gained over the past year. Whether your interests lie in business development, personal growth, or achieving financial success, these tips are set to inspire and guide...

Day 5 of your 12 Days of Christmas Magic Moments is here! 🥳 In this episode we're talking about transforming your business finances with meticulous accounting. Our guest, Leon Rothera, shares his journey from feeling overwhelmed to finding clarity with detailed financial reports and real-time insights ⏰ We discuss the importance of meticulously tracking expenses and how small changes can lead to...

Welcome to Day 4 of our 12 Days of Christmas - Magic Moments Edition! 💰 This episode focuses on three crucial questions for future financial success:  1️⃣ Where are you now?  2️⃣ Where are you going?  3️⃣ How will you get there?  I'm revealing actionable strategies to transform your business into a financially-driven powerhouse, ensuring your best financial year yet 🤩 Learn how to use real-time...