Why being as unlike a traditional IFA firm as possible has allowed Lift to build a £2bill AUM business - podcast with Joel Adams

Benefits of financial education seminars  Why being Chartered and holding the Fellowship is important Getting the most out of your CRM for workflows and time recording Benefits of training your own (graduate programme) Putting clients at the centre (flexible and bespoke) Benefits of retainers over AUM model @joeladamsFPFS

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.