Your Financial Planning Maestro

In this week’s podcast episode, we talk to Ciaran Quinlan CFP™, Paraplanner at Close Brothers Asset Management, about his journey to becoming a CFP Professional following his return to the industry after a career break. At age 25, having passed all his Chartered Financial Planner exams at the first time of asking, Ciaran took the opportunity for a career break to travel around the world. Returning...

In this week’s podcast episode, we talk to Jane Jones CFP™, Director of Operations at Mackenzie Financial Planning, about her journey to become a CFP professional.  Jane wasn’t fully prepared for what was in store for her and as she puts it, “I was unprepared and thought that I’d just do what I normally do with clients.  I hadn’t realised the scope of the assessment.”    Despite the initial diffic...

In this week’s episode we talk to the 2024 CISI L7 case study award winner Kyle Glowacki CFP™, Financial Adviser at Cavendish Ware, about his journey to becoming a CFP professional. Kyle had a more unusual route to completing his CISI L7 case study assessment when becoming a CFP professional; in fact he did the CFP assessment twice over in two different countries! Not because he had to, but becaus...

In this week’s episode we talk to Will Oswald CFP™, Financial Planner at Chiltern Hills Financial Planning, about his journey to becoming a CFP professional.  Will had a more unusual route to completing his CISI L7 case study assessment when becoming a CFP professional; he missed a course, did some work on it unsupported and then embarked on a series of 1:2:1s to help create and execute a plan to...

In this week's episode we talk to Angela McAfee CFP™, about her journey to become a CFP professional. Angela shares her journey from studying a degree in architecture to CFP professional and how she, like many, seem to fall into the financial planning profession. During the interview we talked about: * How her next-door neighbour helped her switch into financial advice * Why she studied with C...

In this week’s episode we talk to Graeme Smith CFP™, Financial Planner at Miln Craig, about his journey to becoming a CFP professional. He talks about his journey from mortgage adviser to wealth manager to embarking on the CFP and then finding out what financial planning was all about! Some of the key things that were important for Graeme during CISI L7 case study assessment were: Approach to the...

How to decide what you want from an employer. In the first interview of the new series we talk to Hetty Hyde-Durrant CFP™, financial planner at Broadway Financial Planning. Hetty shares her remarkable journey from back-office investment admin to CFP professional in just two years. We talk about the wider network of friends and family that support us in our studies, her individual ups and downs dur...

In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables...

In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their 35 years combined experience of assessing financial plans for Institute of Financial Planning and CISI, are your non-negotiables...

In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their experience with more than 35 year combined assessment knowledge, are you non-negotiables! This mini series of podcasts is packed...

In this new mini-series of podcast Lockie Consultants Director, Jacqueline Lockie CFP™and training instructor, Chris Wicks CFP™ talk through the important aspects of various stages of the assessment. They also talk in detail about the most important things that, in their experience with more than 35 year combined assessment knowledge, are you non-negotiables! This mini series of podcasts is packed...

Professionally lonely! That’s how the late Paul Etheridge used to describe financial planning sole practitioners. He went on to explain that not having anyone to work with on a regular basis can make us feel a little isolated but also, as financial planners, we need to be able to challenge ourselves and others in order to do better and be better financial planners. In this week’s #YourFinancialPla...

In this week’s #YourFinancialPlanning Maestro podcast we talk to Oz Shtrosberg CFP™ from MAG Financial Services about his journey to become a CFP professional.   This is a fascinating conversation about how financial advisers need to shift their mindset to become CFP professionals.  Oz talks through the various aspects of the process to complete his financial plan for the CISI L7 assessment, where...

In this week’s #YourFinanciaPlanningMaestro podcast we talk to Natalie Norman Certified and Chartered Financial Planner at Blake Brooke Financial Advice Ltd.    Natalie shares her eventful journey to becoming a CFP professional.  Everyone’s path is different but commonly it is a bit of a rollercoaster! Natalie shares her feelings of being overwhelmed initially along with how she overcame them to b...

In this week's podcast we talk to Dan Boden CFP™, Managing Director of Abode Financial Planning, about his interesting journey to become a CFP professional. We discuss his approach, his struggles and what he did to overcome them. We also discuss the important and often unreported positive impact that gaining CFP can have on a business and the client experience proposition. Daniel Boden bio: Da...

In this week’s #YourFinancialPlanningMaestro we talk to Dani Nicholls CFP™ Senior Paraplanner at Cooper Parry Wealth, about her journey to becoming a Certified Financial Planner.   We talk about how working in a positive supporting environment that supports their team through to gain their CFP certification was a big help in setting high expectations.  Her employers have also built a strong suppor...

In this week’s #YourFinancialPlanningMaestro podcast we talk to Anick Sharma CFP™, Financial Planner at Mercury Wealth Management. He shares his journey to becoming a CFP professional in just four years from entering the profession. We talk through his structured approach to studying and the sacrifices he made along the way. He offers important insights to the financial planning business owners of...

In this week’s episode we talk to David Henry CFP™, Financial Planner at Sylva Financial Planning, about his journey from wealth manager to financial planner.   It is a fascinating discussion about the differences between investment management and financial planning and what drives people to change.   David passed his CISI Level 7 case study financial plan assessment on his very first submission –...

In the first episode of the seventh series of Your Financial Planning Maestro podcast we talk to Fiona Bolt CFP™, owner of Cameron Jones Financial Management.   Fiona shares her journey to become a CFP professional – and it was quite a journey!   Along the way she encountered the dreaded excel spreadsheets but overcame those and now reflects on an overall positive experience but also one that has...

In this Christmas Special episode we talk to Dante De Gori CFP®, CEO of Financial Planning Standards Board Ltd. (FPSB). The FPSB is the global standards setting body for the international CERTIFIED FINANCIAL PLANNER™ Certification which is licensed in 27 territories around the world and boasts over 213,000 CFP Professionals worldwide. In this episode we talk about the new Financial Planner Compete...

In this week's episode we talk to Rachel Howard CFP™, Director at Rachel Howard Wealth Management, about why she embarked on her CFP certification. We talk about her inspiring journey and the struggles she overcame to become a CFP professional. Rachel shares her honest do's and don'ts when it comes to preparing for and completing the CISI L7 case study financial plan assessment. This e...

In this week's episode we are back talking to CFP professionals who have recently passed their CISI L7 case study financial plan assessment and gained their CFP certification. Just two years ago Jamie Little CFP™was in the heating engineering trade managing a team of plumbers working on building sites. In this interview we talk about how he transitioned to becoming a financial planner, why he...

In this week's podcast we are changing tack and talking to a social media expert, Lindsay Chree, owner of Chree8 Social Media, about how to make social media work for your business. We cover the following things: 1. What platforms are best for different client groups 2. How to design a social media strategy 3. Business v personal LinkedIn accounts 4. Sales tactics to attract clients 5. What af...

In this week's episode we take a different tack and look at how you can grow your business AND be present with loved ones in your personal life. Many of our listeners are entrepreneurs building financial planning businesses whilst maintaining a healthy life outside work. In this episode we talk about the LIFT strategy that Travis teaches to help with all this, namely: Live your values Ideal yo...

In this week's podcast episode we talk to Matt Greer CFP™, Financial Planner at Navigate IFA about his journey to gaining his CFP certification. We talk through the process that Matt used with his CISI Level 7 case study and the issues he faced along the way. Perhaps most importantly, we discussed the areas of the business that have been changed to make a positive impact on the client experien...