Adam Carolan meets Financial Life Coach Podcast

Why niche is crucial Why getting to know clients takes time The importance of getting a a client's administration sorted What 4 meetings need to be held with every client every year and what additional contacts will be made Why flat fees are crucial in his market  Why the future for financial life coaches and Lifestyle Financial Planners is so bright

Om Podcasten

The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.