Your Financial Planning Maestro

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LockieConsultants.com⁠⁠⁠⁠⁠⁠⁠⁠ In this final episode of series 12 of #YourFinancialPlanningMaestro #podcast we talk to Aaron McAuley CFP from GSB Global Wealth Management about his journey to become a CFP professional. Listen now to find out: 1. How to set the strategy to pass on your first submission 2. How the CFP...

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LockieConsultants.com ⁠⁠⁠⁠⁠⁠⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to Michelle Lambell CFP from The Minster Partnership about her journey to become a CFP professional. Listen now to find out: 1. Her transition form investment manager to financial planner 2. How the CFP process benefited...

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LockieConsultants.com⁠⁠⁠⁠⁠⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to Jordan West CFP from True Potential Wealth Management about his journey to become a CFP professional. Listen now to find out: 1. How is skills as an accountant help him 2. Why he chose the CISI CFP route over other routes...

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠⁠⁠⁠ LockieConsultants.com⁠⁠⁠⁠⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Odell CFP from Atlas Personal Wealth Management about his journey to become a CFP professional. Listen now to find out: 1. Why thorough preparation and commitment are essential 2. What are the toughest parts 3. Client...

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠⁠⁠⁠ LockieConsultants.com⁠⁠⁠⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to Henry Anderson CFP at Parallel Wealth Management Group about his journey to become a CFP professional. Listen now to find out: 1. Why a career changer like me bring invaluable skills 2. The importance of understanding the process...

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠⁠⁠ LockieConsultants.com⁠⁠⁠⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to Gregor Munro CFP at Sunflower Financial Planning about his journey to become a CFP professional. Listen now to find out: 1. Know your 'Why' before embarking on CFP 2. Financial planning, not technical knowledge, is the...

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to David Vance CFP at Bloomsbury Wealth about his journey to become a CFP professional. Listen now to find out: 1. The importance of experience before attempting CFP 2. Why cashflow and assumptions are the foundation of your plan 3. Why...

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠⁠⁠ LockieConsultants.com⁠⁠⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to Dan Haylett, Director at TFP Financial Planning, about his financial planning career and why he's written a new book. Listen now to find out: 1. Why retirement is a human change not a maths problem 2. Why the emotional impact...

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠⁠LockieConsultants.com⁠⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to Mitch Forster CFP at Abacus Wealth Management about his journey to become a CFP professional. Listen now to find out: 1. Time management is critical 2. Spreadsheets are the foundation of your plan 3. How the process changed my prof...

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠⁠LockieConsultants.com⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to Lachlan Bursle CFP at Create Financial Solutions about his journey to become a CFP professional. Listen now to find out: 1. The importance of client focused communication 2.The value of perseverance and learning from failure 3. How to ma...

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠⁠ LockieConsultants.com⁠ In this week's #YourFinancialPlanningMaestro #podcast we take a week's break from CFP to talk to Emma Boardwell of Emotional Finance about what we can do to improve our interactions with clients. Listen now to find out: 1. The importance of building the conditions of trust when giving advice 2. Why we...

For more podcasts or to sign up for one of our popular courses, go to: ⁠⁠⁠LockieConsultants.com In this week's #YourFinancialPlanningMaestro #podcast we talk to Matt Taylor CFP, recent winner of the Octo Member Nick Cann aspiring young planner award, at Key Financial Planning. Listen now to find out: 1. The importance of setting strong foundations 2. How to learn from failure and seek guidance...

In this week's #YourFinancialPlanningMaestro #podcast we talk to Imran Kalam CFP at Rhodes Wealth Management. Listen now to find out: How to utilise your non-financial planning skills to pass CFP. Why committing to lifelong learning makes the difference. How to adopt a truly holistic perspective. How to master the assumptions (or not). Leverage support and stay adaptable. This episode is packe...

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠⁠ LockieConsultants.com/your-financial-planning-maestro-podcast⁠⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to Paul McCabe CFP at Acumen Financial Planning. Listen now to find out: How golf skills translate into financial planning How to use your support network to benefit you Key preparation and strate...

For more podcasts or to sign up for one of our popular courses, go to:⁠⁠ LockieConsultants.com/your-financial-planning-maestro-podcast⁠ In this week's #YourFinancialPlanningMaestro #podcast we talk to Tristan Johnson CFP at McKenzie & Co Financial Consultants. Listen now to find out: How to take a practical approach to the assessment How to apply a holistic approach to pass How to overcome...

For more podcasts or to sign up for one of our popular courses, go to:⁠ LockieConsultants.com/your-financial-planning-maestro-podcast In this week's #YourFinancialPlanningMaestro #podcast we talk to Kelly Selby CFP paraplanner at Amber Wealth Creation. Listen now to find out: Preparation is key How to manage your time strategically Prioritise cashflow planning How to embrace and apply feedback Thi...

In this week's #YourFinancialPlanningMaestro #podcast we talk to Tracy Vegro, CEO of Chartered Institute for Securities and Investment and Carly Dunningham CFP, Director of Financial Planning at Verso Wealth management and chair of the CISI FP Forum Committee about this month's finance initiative to offer free advice and help to the public. Listen now to find out: 1. What is Financial Planning Wee...

In this week's #YourFinancialPlanningMaestro #podcast we talk to Louis Ewart CFP at Ewart & Bridgeman Advisers. Listen now to find out: How to prepare for your case study to maximise your chances of passing. Early preparation can help you be successful. How to obtain clarity during the process. How it can benefit your client advice afterwards. This episode is packed full of advice and tips...

For more podcasts or to sign up for one of our popular courses, go to:⁠ LockieConsultants.com In this week's #YourFinancialPlanningMaestro #podcast we talk to Steve Williams CFP Para-dox Paraplanning. Listen now to find out: How to prepare for your case study to maximise your chances of passing. How to plan your time efficiently to be successful How to apply your critical thinking skills to maximu...

For more podcasts or to sign up for one of our popular courses, go to:⁠ ⁠LockieConsultants.com⁠ In this week’s #YourFinancialPlanningMaestro #podcast we talk to John Findlater about his transition from professional golf to financial planning is an inspiring story of career reinvention. Listen now to find out: How mentors can help you pass How CFP helps your day-to-day business Why a holistic appro...

In this week's #YourFinancialPlanningMaestro #podcast we talk to Chris Harris CFP™ from RBC Brewin Dolphin. We talk about: Career inspiration Rationale for pursuing CFP certification Challenges faced Shifting his problem solving perspective The importance of assumptions and critical thinking See our website LockieConsultants.com for info on how you can become a CFP professional in the UK. #CFP #Ce...

In this week’s #YourFinancialPlanningMaestro #podcast we talk to James Hunt, Chartered Financial Planner at Eldon Financial Planning, who recently shared his journey to achieving the prestigious Certified Financial Planner (CFP) certification. His story provides valuable insights for aspiring financial planners. James initially considered a career in accounting while studying finance at university...

In this week’s #YourFinancialPlanningMaestro #podcast interview, we talk to Alice Davey CFPTM of In Partnership about her inspiring journey into the financial planning profession, highlighting how success can come from persistence and continuous learning, even if the path starts unexpectedly. Like many others, Alice entered the financial planning world by accident. What began as a simple practice...

Don’t give up on becoming a CFP professional!   One simple but vitally important message from this week’s #YourFinancialPlanningMaestro podcast guest.    We talked to Oluwaseun Apta about his journey from joining a graduate program in banking and wealth management, seeing the positive impact on clients of good investment advice, becoming a financial crime specialist.  After doing some research int...

Do not underestimate the time commitment to become a CFP pro!  In the first episode of series 10 of #YourFinancialPlanningMaestro podcast we talk to Laura Ripley, Financial Planner at BRI Wealth Management, about her journey to become a CFP professional.  We talk about the importance of:  1. Planning out your time  2. Not underestimating how much time it will take you  3. Not leaving it until the...