Sam Sloma - Sometimes clients just need to be told

Why sports people in their teens and 20s and young entrepreneurs need Financial Life Coaching Why a traditional IFA service and an AUM changing method simply wouldn’t work Why, ‘how did that make you feel’ is the most important question that he asks How his experience of personal tragedy impacts his client relationships How he coaches clients to stay on track Why a 1 page plan is all that is required * Why fees should be transparent and on your website Why graduates need to work on their coaching skills as much as their technical skills * you can download the 1 page plan template from here

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.