Progress not Perfection - Financial Life Coach Podcast meets Anthony Villis

Book recommendation - Factfulness by Dr Hans Rosling

  • Best piece of advice - Don’t be the professional footballer who didn’t make it.
  • Listen how First Wealth are building tools to help scale their business and deliver better outcomes for clients.
  • What they are doing this year to increase new enquiries.
  • How they have restructured their business so the owners can concentrate on what matters most.
  • How they are setting more achievable goals with clients to create a feeling of progress.
  • What matters most for you? See: https://firstwealth.co.uk/resources/lifegoals/

@AJVillis

 

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.