Financial Life Coaching in a large practice - Stephen Jones
How adopting Financial Life Coaching approach has increased AUM from £50mill to £500 mill in 7 years
Why £500mill isn’t nearly enough and what the goal for Copper Parry wealth is now
Why Costa / Starbucks, a giant pink bull and a running track creates perfect environment for clients and staff
Why 80/20 is the flexibility provided to planners and that the flexing is for clients
Why the pre meeting or ‘right fight meeting’ is face to face and in their office
How they review and refine the questions that they ask.
How we eventually work out what Stephen does!! @wealthcp
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.