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Treść dostarczona przez PFS Festival Radio and Bamford Media. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez PFS Festival Radio and Bamford Media lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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PFS Festival Radio 002 - Pete Matthew
Manage episode 188801240 series 1606166
Treść dostarczona przez PFS Festival Radio and Bamford Media. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez PFS Festival Radio and Bamford Media lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Pete Matthew, financial planner and creator of the Meaningful Money podcast, joins Martin on Festival Radio today to talk about how he got started as a prolific content creator, what visitors to The Festival of Financial Planning can expect from his session, and the first single he bought. Meaningful Money: https://meaningfulmoney.tv/ Follow Pete on Twitter: https://twitter.com/petematthew Find out more at www.pfsfestival.org/explore/festival-radio.
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51 odcinków
Manage episode 188801240 series 1606166
Treść dostarczona przez PFS Festival Radio and Bamford Media. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez PFS Festival Radio and Bamford Media lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Pete Matthew, financial planner and creator of the Meaningful Money podcast, joins Martin on Festival Radio today to talk about how he got started as a prolific content creator, what visitors to The Festival of Financial Planning can expect from his session, and the first single he bought. Meaningful Money: https://meaningfulmoney.tv/ Follow Pete on Twitter: https://twitter.com/petematthew Find out more at www.pfsfestival.org/explore/festival-radio.
…
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51 odcinków
Wszystkie odcinki
×Martin speaks Paul Hogg, from exhibitor and sponsor Financial Express.
Martin talks to Sir Vince Cable, leader of the Liberal Democrats about progress of the Brexit negotiations to date and whether it's too late now to stop Brexit.
Martin speaks to Paul Armson from Inspiring Advisers.
Martin talks to Kate Gannon from Manning & Co about her lightbulb moment, the inspiration and drive to become Chartered Financial Planner of the Year. Kate works for Manning and Co in the South West where she heads up the Cornwall Office. She has been in the financial services profession since leaving school, starting in Banking and moving into Financial Advice as a Mortgage Advisor and then Financial Planner in the mid 1990’s. She lives in Cornwall with her Husband, two children and Great Dane. She has recently taken up a new hobby of Sailing and is desperately trying to find the work life balance to fit it into her schedule! She is an advocate of Lifestyle Planning and wants to encourage more of the younger generation into the Financial Services Profession to bring new perspectives and life into the future of Financial Services.…
Martin talks to Hayley Tink from Almary Green about the role our behaviour plays in making financial decisions and being a money coach. Hayley has been an adviser with Almary Green since 2009 and started her financial advising career in 2004. Hayley is a Chartered Financial Planner and a Fellow of the Personal Finance Society, the highest possible level of qualification for a financial adviser. She has won several awards for her examination achievements. She is a member of the Society for Later Life Advisers, and specialises in this area of advising clients in later life, including in relation to care fees planning and providing advice to those acting under powers of attorney. She is also an Affiliate member of the Society for Trust and Estate Practitioners, (STEP) having achieved in 2011 a STEP Excellence Award for her top mark in the country in the STEP Certificate for Financial Services (Trusts and Estate Planning). Hayley reached the pinnacle of her achievements so far in November 2012 by winning the prestigious Chartered Financial Planner of the Year award. Most recently, Hayley has trained as a Certified Money Coach (CMC)® with the Money Coaching Institute. One of the few advisers in the UK to also be trained as a behavioural money coach, Hayley is able to bring a new dimension to her financial advice work, as well as providing stand alone money coaching sessions for those who wish to understand the psychological dimension of their own relationship to - and patterns over - money. In her spare time Hayley enjoys yoga and meditation as well as playing tennis and the piano (both badly!). She also loves to read and is always curious to learn something new.…
Martin chats to Jason Butler about his book Squeezing the Orange and his new book, published at the end of this year, Money Moments.
Martin talks to George Kinder about life planning and why it has become so popular in the UK. Kinder is a Harvard educated financial planner, philosopher, mindfulness teacher, author, and the founder of the Kinder Institute of Life Planning; an organization that has trained over 3000 professionals in 30 countries in what is considered the gold standard for adviser-client relationship skills. Among his six books, three are on money: The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You, and one on mindfulness Transforming Suffering into Wisdom. His newest, A Golden Civilization will address the crises in economics and democracy and explore how to create a Golden Civilization that might last 1000 generations. The recipient of many financial industry awards, he was recently named by Investment News the first of the fifteen most transformational financial advisers whose vision most changed the financial planning industry over the past thirty years. His expertise has been widely featured in: The Financial Times, New Model Adviser, Forbes, Time Magazine, FP Today, The Journal of Financial Planning, Investment News, and The New York Times. Wednesday 14:30 - 15:10 Implementing true Financial Life Planning Advisors are becoming increasingly aware of the importance in understanding not only a client’s financial situation, but also how their aspirations and values tie into their financial lives. Hear from the “father of life planning," George Kinder, as well as practitioners who have implemented various life-centric approaches into their practice as they share their processes, techniques, and tools used in this evolving space.…
Martin Clubbs from Old Mutual Wealth talks to Martin for Festival Radio about the investment challenge surrounding DB pension transfers. Martin is a Pension Specialist with over 20 years market experience. He has worked closely with advisers in both the corporate and individual pensions market supporting them through the ever changing pensions landscape. Currently he is involved heavily in the DB to DC market helping advisers with the opportunities and challenges this area of work creates. Outside of work Martin enjoys cycling, golf and coaching his sons junior football team.…
Chris Davies from Engage Insight talks to Martin about the launch of their new RegTech platform, Model Office.
David Geale from the Financial Conduct Authority talks to Martin for Festival Radio about FAMA and how Financial Planners can provide feedback to the FCA. Clinton is a Director of Citywide Financial Partners, based in Surrey. The firm was established in 2004 and specialises in providing financial advice to high net worth individuals and their families. He believes that this is an important time for advisers and he is keen to ensure that there is a successful and vibrant independent sector capable of meeting the needs of consumers in the future. Clinton is the former Chairman of the FCAs Small Business Practitioner Panel (SBPP).…
Martin talks to Julie Lord from Magenta Financial Planning about the ticking pension freedoms time bomb and the importance of cash flow planning. Julie Lord is a very successful, fee-based Financial Planner, an enthusiastic user of Prestwood financial planning software for the past 23 years, and is currently on the board at Prestwood as Director. In addition, Julie has been a much sought after speaker at financial planning conferences around the world and her seminars, which are designed to demonstrate to Financial Planners how to create a profitable business centred around the client, have long waiting lists.…
Martin chats to The Grim Reaper for Festival Radio at the PFS Festival of Financial Planning.
What does hostage negotiation have in common with financial planning? Martin talks to former hostage negotiator Richard Mullender. After a 25-year career working in the London Metropolitan Police as a detective investigating serious crimes, Richard Mullender moved into hostage negotiation. He quickly worked his way up to become Lead Trainer at Scotland Yard’s world-renowned National Crisis and Negotiation Unit. As a hostage negotiator, Richard built his career on elite listening techniques. Since retiring, he has adapted these techniques from the field and applied them to the corporate world, teaching invaluable communication skills to governmental organisations and leading multinationals alike. Richard brings a unique breadth and depth of experience, having designed and run courses all over the world, developing the negotiation skills of officers for organisations that include the Metropolitan Police, the United Nations, the FBI. In addition to extensive crisis negotiation field experience in the UK, Richard was also deployed to Afghanistan and has been active across a wide range of international negotiation assignments. Richard was part of the negotiation team that helped secure the successful release of three UN workers in Afghanistan in 2004. Outside the world of policing, Richard has delivered programmes all over the world on elite listening techniques designed to help organisations understand their employees and clients alike on a deeper level. Richard teaches people to listen as though their lives depended on it. His techniques, gleaned from a career in the field, help his clients understand how to access someone else’s mindset – an invaluable tool at any negotiating table. He has worked across a wide range of organisations including leading multinationals, investment banks, energy companies and universities. Richard is author of Communication Secrets of a Hostage Negotiator (2012) and been covered widely in the media including by the Financial Times and BBC Radio 4.…
Martin talks to Miranda Seath from Platforum. Miranda Seath is Head of Intermediary Research at Platforum where she focuses on adviser platforms, UK fund distribution and workplace savings. She has a particular interest in the evolution of financial advice and the impact of policy, regulation and market developments on the distribution of retail funds and investments in the UK. Before joining Platforum, she was Head of Marketing Communications at Marketforce Business Media. Miranda read Ancient and Modern History at St Hilda’s College, Oxford and has an MA from the School of Oriental and African Studies in International Studies and Diplomacy focusing on international relations and international law.…
Chris Budd from Ovation Finance talks to Martin about coaching skills for advisers and a useful exercise in listening. Chris Budd is the owner and MD of Ovation Finance, a fee-based financial planning practice. He is a qualified business coach (Ad.Dip in Coaching & Mentoring, European Mentoring & Coaching Council). He also writes books, including one on Financial Planning and two novels. He’s a regular speaker at conferences, both at financial services events on Ovation’s coaching, then planning, then advice model, and to the public about money and happiness. @ovationchris…
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