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We discuss why Natalie focuses on: Trying to help Her experience of seeing clients all the way through to a successful exit from their business How to filter / interview other professionals Why being inquisitive is crucial How she uses her ‘10 things for the year’ approach @Nwright_CFP

Nick and I discuss Building an enterprise island Why he is most proud of his team at Manse Why he recommends that we all ‘leave our ego at the door’ Why new planners need to get really qualified as soon as possible Nick is on Twitter: @nickcrabbe  

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  

Book recommendations: Thinking Fast and Slow - Daniel Kahneman Misbehaving - Richard Thaler We learn how: Alasdair is pushing forward a 40 year old firm on the tenets of pure financial planning, technical expertise and investment management. About his plans to double turnover within 5 years. How he is driving effiencies through the use of technology. His tips for young aspiring financial planning business owners.

David and I discuss How he moved his Lifestyle business to a “proper business” The help he had from his management consultant son The driver behind the decision The two best decisions he has made along the way We discuss some of the specific things he has implemented in the business Most importantly we talk about how “The most important thing right now is what you want to achieve” permeates through his business Book recommendations Daniel Priestley - Key Person of Influence Daniel Priestley - 24 Assets Atul Gawande - The Checklist Manifesto @davidcroziercfp

Jess and I discuss How she transitioned from an IFA to a financial planning business owner We discuss the challenges she faced with existing clients She explains how she doubled her clients' fees from 0.5% to 1% per annum by showing them what she was now going to do for them We discuss her evangelical approach and how it interacts with the pragmatism of a business owner Finally, she tells me about the importance of believing in what you do @browndogfp Brown Dog Financial Planning

We discuss starting a business with no clients whatsoever. Where his first client came from and how he has built a successful and growing small business. We discuss the work he does for clients over the long term and give some examples of the enormous difference Clear Vision has made to the lives of those clients. We also discuss whether those clients would have achieved those outcomes without a long term partnership with Clear Vision.

Announcing Season 2 - What will we cover?

Year 1 done, lessons learned and what is to come. How did they start in the first place? Who won the arm wrestle? How long did it take from startup to running at full speed? What lessons are there for those thinking about start up? How did a pub chat and napkin set the direction for the business. What is Ikigai and why is that so important for clients? @merichellis

When you shouldn’t try to compete with SJP and the banks Why a failed startup was the best lesson Why medium sized is the perfect size Why taking longer to get paid results in getting paid more Why the family tree is so important Why you should listen to more podcasts What advice he gave to Steve @dontdelay

Why a client telling John, ‘I don’t know what I’m going to do’ after losing his job changed the direction of Expert for ever The importance of understanding each other's life plans in driving the business forward The importance of small, incremental improvements The importance of great training The importance of riding your bike if you want to get better at riding a bike!! @DomSpalding@TheWealthExpert

The longest podcast of the series but well worth it! Why the business should generate enquiries, not a silver tongued salesperson Why clients of KMD can be looked after by up to 10 members of the team at any one time. Why the old model of the IFA is dead Why quality is key Why he still wonders if there is an easier way than the path that they are following @kmdpwm

Fantastic advice to new firms, start-ups and potentially everyone! What Craig did to generate clients from Penguin when it opened and what he would do if he had to start again now. Why Craig is opening Penguin Legal and the Penguin Accountancy The importance of external input Why he loves MDRT Why he recommends 'They ask, You answer – Marcus Sheridan' Why their mission is: One life, live it well. The financial journey never ends.

Lee covers Why he refers to the best in old, AUM, terminology but it’s a 100% modern Financial Planning business. Why benchmarking is crucial both of investment performance and company performance Why you should always ask: “Is there anything we should be doing for you that we aren’t?” Why nothing else matters if you don’t work hard, really hard

Why you only need to be more comfortable with silence than one other person Why advisers need to focus on their level of engagement with clients Why you need to understand your own emotions before you can understand others Why the 3 circle model is key to understanding family business owners Why mentoring and / or counselling is his advice to Steve @russhaworth

Why Neil would always address the burning issue first ‘Why tell me why you are here’, is the first question followed by, ‘tell me how you think we can help’ Listening with empathy is key Why we mustn’t resolve issues in first meetings and we must just listen. Who is Fortitude Freddie? Why Neil believes that new entrants should get their own financial plan and that good financial behaviours need to be learnt and practiced. @fortitude_neil

  Why you should ask clients what they value and charge them for it Why a knife is a good thing in a surgeon’s hand but not in that of a thief How you can change behaviour by analysing eye movement Why you must invest in yourself to grow Why his opening question is: ‘can you tell me a bit about you’ @cherrypicklife

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

Be blunt, be honest Why he doesn’t change initial fee Why we have to get better at expressing our value All the value is in the financial plan and financial planning progress Why Nick's advice to me is to stay curious @hattipnick

How to focus resources on things that are important to you Explore working with people who are confident in managing their own money The importance of ongoing learning Adding value with behavioural finance education   @PeteMatthew