In this week’s #YourFinanciaPlanningMaestro podcast we talk to Natalie Norman Certified and Chartered Financial Planner at Blake Brooke Financial Advice Ltd. Natalie shares her eventful journey to becoming a CFP professional. Everyone’s path is different but commonly it is a bit of a rollercoaster! Natalie shares her feelings of being overwhelmed initially along with how she overcame them to be successful. Natalie embarked on the CISI level 7 case study, the final part of the CISI CFP pathway, w...
Feb 15, 2024•33 min•Season 7Ep. 6
In this week's podcast we talk to Dan Boden CFP™, Managing Director of Abode Financial Planning, about his interesting journey to become a CFP professional. We discuss his approach, his struggles and what he did to overcome them. We also discuss the important and often unreported positive impact that gaining CFP can have on a business and the client experience proposition. Daniel Boden bio: Daniel is dedicated to helping clients and their families secure healthy financial futures. He has a calm ...
Feb 08, 2024•27 min•Season 7Ep. 5
In this week’s #YourFinancialPlanningMaestro we talk to Dani Nicholls CFP™ Senior Paraplanner at Cooper Parry Wealth, about her journey to becoming a Certified Financial Planner. We talk about how working in a positive supporting environment that supports their team through to gain their CFP certification was a big help in setting high expectations. Her employers have also built a strong support network and walk the talk, all of which made life a little less stressful for her. In this episode we...
Feb 01, 2024•25 min•Season 7Ep. 4
In this week’s #YourFinancialPlanningMaestro podcast we talk to Anick Sharma CFP™, Financial Planner at Mercury Wealth Management. He shares his journey to becoming a CFP professional in just four years from entering the profession.We talk through his structured approach to studying and the sacrifices he made along the way. He offers important insights to the financial planning business owners of today and tomorrow and discusses the importance of supporting your teams and working in the right en...
Jan 25, 2024•31 min•Season 7Ep. 3
In this week’s episode we talk to David Henry CFP™, Financial Planner at Sylva Financial Planning, about his journey from wealth manager to financial planner. It is a fascinating discussion about the differences between investment management and financial planning and what drives people to change. David passed his CISI Level 7 case study financial plan assessment on his very first submission – you get up to three. That demonstrates that there is quite a lot of overlap between investment manageme...
Jan 18, 2024•32 min•Season 7Ep. 2
In the first episode of the seventh series of Your Financial Planning Maestro podcast we talk to Fiona Bolt CFP™, owner of Cameron Jones Financial Management. Fiona shares her journey to become a CFP professional – and it was quite a journey! Along the way she encountered the dreaded excel spreadsheets but overcame those and now reflects on an overall positive experience but also one that has made her a better financial planner too. This is an honest and humorous conversation, packed with lots o...
Jan 11, 2024•22 min•Season 7Ep. 1
In this Christmas Special episode we talk to Dante De Gori CFP®, CEO of Financial Planning Standards Board Ltd. (FPSB). The FPSB is the global standards setting body for the international CERTIFIED FINANCIAL PLANNER™ Certification which is licensed in 27 territories around the world and boasts over 213,000 CFP Professionals worldwide. In this episode we talk about the new Financial Planner Competencies that were released in April 2023. These will affect all CFP awarding bodies around the world, ...
Dec 14, 2023•18 min•Season 6Ep. 10
In this week's episode we talk to Rachel Howard CFP™, Director at Rachel Howard Wealth Management, about why she embarked on her CFP certification. We talk about her inspiring journey and the struggles she overcame to become a CFP professional. Rachel shares her honest do's and don'ts when it comes to preparing for and completing the CISI L7 case study financial plan assessment. This episode is packed full of helpful advice and tips for those starting their CISI L7 case study as well as some gre...
Dec 07, 2023•30 min•Season 6Ep. 9
In this week's episode we are back talking to CFP professionals who have recently passed their CISI L7 case study financial plan assessment and gained their CFP certification. Just two years ago Jamie Little CFP™was in the heating engineering trade managing a team of plumbers working on building sites. In this interview we talk about how he transitioned to becoming a financial planner, why he decided to change, how he went about it and why he continued on to become a CFP Professional. This is a ...
Nov 30, 2023•31 min•Season 6Ep. 8
In this week's podcast we are changing tack and talking to a social media expert, Lindsay Chree, owner of Chree8 Social Media, about how to make social media work for your business. We cover the following things: 1. What platforms are best for different client groups 2. How to design a social media strategy 3. Business v personal LinkedIn accounts 4. Sales tactics to attract clients 5. What affects the visibility of posts 6. How to deal with negative comments or reviews This is a fascinating and...
Nov 23, 2023•35 min•Season 6Ep. 7
In this week's episode we take a different tack and look at how you can grow your business AND be present with loved ones in your personal life. Many of our listeners are entrepreneurs building financial planning businesses whilst maintaining a healthy life outside work. In this episode we talk about the LIFT strategy that Travis teaches to help with all this, namely: Live your values Ideal your calendar Family support Teamwork We also talk about business niche and how to tell the world about yo...
Nov 16, 2023•54 min•Season 6Ep. 6
In this week's podcast episode we talk to Matt Greer CFP™, Financial Planner at Navigate IFA about his journey to gaining his CFP certification. We talk through the process that Matt used with his CISI Level 7 case study and the issues he faced along the way. Perhaps most importantly, we discussed the areas of the business that have been changed to make a positive impact on the client experience proposition. Matt Greer bio: Matt has been in financial services his entire working life, starting ou...
Nov 09, 2023•42 min•Season 6Ep. 5
In this week's episode we talk to David Burgess CFP™, Financial Planner at Bloomsbury Wealth, about his journey to CFP certification. He shares why he decided to embark on a career in financial services and why he want to seek out a great financial planning firm to work in. We talk in detail about the parts of the CISI L7 assessment process that were the hardest and what he did to overcome those issues. This episode is packed full of tips for anyone about to embark on the process. David Burgess ...
Nov 02, 2023•33 min•Season 6Ep. 4
In this week's episode we talk to Steve McBurnie CFP™, paraplanner at Wright, Johnston & Mackenzie LLP, about his journey to become a Certified Financial Planner professional. We explore his approach, what happened along the way and how he achieved a long-held dream. This is a story of determination and hard work! Steven share's lots of tips to help you if you are thinking of embarking on your own journey to become a CFP professional. We also talk about Steven's volunteering work and why it'...
Oct 26, 2023•31 min•Season 6Ep. 3
In this week's episode we talk to Daniel Ryan CFP™ Director and Client Advisor at UBS Wealth Management about his journey to become a CFP professional. Daniel shares is approach, honestly how long it took him and the different thought processes along the way. In this refreshingly honest interview, Daniel shares lots of do's and don'ts to help you avoid the mistakes that he made, the impact on those around him and the positive takeaways that will impact his long-term client relationships. Daniel'...
Oct 19, 2023•30 min•Season 6Ep. 2
In this week's Your Financial Planning Maestro podcast we talk to Sian Davies Cole CFP™co-owner at Plan Works about her journey to becoming a CFP professional as well as the importance of mentoring and why she helped set up the Paraplanner Club to give paraplanners more support across the profession. Sian's journey wasn't plain sailing, but determination and application of her extensive knowledge helped her be successful. Sian's bio: Sian is a Certified Financial Planner professional, Mentor and...
Oct 12, 2023•48 min•Season 6Ep. 1
In the final episode of this series we talk to Chloe Phillips CFP™, Financial Planner at Pura Vida Financial Planning. Chloe shares her journey to gain her CFP certification with lots of tips on how NOT to do things! Chloe is a self-confessed crammer and took quite a different approach to others that we have interviewed on our podcast. During this very honest interview, Chloe explains how she tackled the CISI L6 exam and the L7 case study along with how she came unstuck initially before getting ...
Mar 30, 2023•35 min•Season 5Ep. 8
In this week's episode we talk to Lara Gentles CFP™ a Vice President at Santander Private Banking. Having recently passed her CISI L7 case study assessment and become a CERTIFIED FIANCNIAL PLANNER™, Lara shares her experience of the process as well as loads of tips along the way, including the things she wished that she had done beforehand, how she got ready for the assessment, her approach and the outcome. As we discuss in this interview, I always give lots of advice myself, but many people don...
Mar 23, 2023•33 min•Season 5Ep. 7
In this week's episode we talk to Dante De Gori CFP® the newly appointed CEO of Financial Planning Standards Board Ltd. (FPSB). The FPSB is the global standards setting body for the international CERTIFIED FINANCIAL PLANNER™ Certification which is licensed in 27 territories around the world and boasts over 213,000 CFP Professionals worldwide. In this episode we talk about the continued growth in numbers of CFP Professionals, what is driving this growth and what the plans are to support the exist...
Mar 09, 2023•48 min•Season 5Ep. 6
In this week's episode we talk to Louise Oliver CFP™ co-founder of Piercefield Oliver, a very successful financial planning business. We cover a wide range of subjects in this enlightening conversation, including: * How you can set up and run a boutique financial planning business, * How to attract more women into the profession and why more should be encouraged to become client facing advisers for the long-term benefit of clients. * The good and bad things the Government are doing in the field ...
Feb 09, 2023•42 min•Season 5Ep. 5
In this week's episode we talk to Dr. Moira Somers, a neuropsychologist, family wealth consultant, author and executive coach. Moira specialises in behavioural economics and the psychology of money. We talk to Moira about the practical things financial planners can do to improve the questions that they ask clients in order to gain a deeper understanding of their clients' needs. Moira's bio: In her work, Dr. Somers addresses matters that range from the highly personal concerns of business-owning ...
Feb 02, 2023•37 min•Season 5Ep. 4
In this week's episode we talk to Carly Dunningham CFP™, Director at Pavis Financial Management, about her journey to become a CFP professional. She shares her strategy and approach to the CISI level 7 case study financial plan assessment along with lots of practical tips and advice for those in the middle of the process as well as those contemplating it for 2023. Carly also shares her experiences helping in schools and universities and how being a visible female role model helps others thinking...
Jan 26, 2023•43 min•Season 5Ep. 3
In this week's episode we talk to Robert Lockie CFP™, branch principal at Bloomsbury Wealth, about a phrase that I see written quite a bit in financial plans for clients; I am going to err on the side of caution. Robert is one of the most well respected Certified Financial Planner professionals in the UK. He has been a long-standing CFP professional and has a reputation for his knowledge and expertise for all things technically related in the financial planning sphere. There's not much this chap...
Jan 19, 2023•58 min•Season 5Ep. 2
In the first episode of the fifth series of this podcast we talk to Jennifer Kay CFP™ who is a financial planner at Arlene Addison. Jennifer shares her journey to become a Certified Financial Planner professional, her views on why there aren't enough female financial planning role models and what benefits becoming a CFP professional has bought her both professionally and personally. Jennifer has a hidden super power! Listen to the podcast to find out what that is and how that has helped her impr...
Jan 12, 2023•40 min•Season 5Ep. 1
In the final episode of this series of podcasts we talk to Charlotte Phillips-Lynn, Senior Operations Analyst at Seccl. There are so many small changes that we can all make to make our workplaces more comfortable for our team members from the LGBTQA+ community. Some of your team might not be 'out' as part of that community. They might fear backlash or to be treated differently to others. What can you do help make everyone more comfortable in the workplace? Many things that you can do cost nothin...
Sep 15, 2022•41 min•Season 4Ep. 8
In this week's podcast we are back to talking all things CFP certificate related with Carmen Bacaoanu, Head of Paraplanning at Wealth Matters. We talk about her journey in the financial advice industry, how she was treated, how she found people to support her and how she became a career paraplanner. Carmen also shares why it was important for her to gain her CFP certification and why she believes that it's a qualification for all, not just for client facing planners. Along the way we discuss var...
Sep 08, 2022•30 min•Season 4Ep. 7
In this week's podcast episode we talk to Michael Yuille CFP™, Founder of Northern Cross Wealth Management about all things Certified Financial Planner. Michael shares his journey to CFP certification and talks about how mentoring helped him gain his certification and to look at things a little differently. We also talk about the difference that that experience has made to him personally and also professionally and how it gives his clients more confidence in him. He also lets us into a little se...
Sep 02, 2022•30 min•Season 4Ep. 6
In this week's episode we talk to Michelle Hoskin, founder and director of Standards International, about the work she is doing in the field of financial abuse. During the hard hitting interview we left no stone unturned and we talked about: ✔︎ How to spot clients who could potentially be being abused. ✔︎ How to identify those who are being financially abused. ✔︎ How to approach the conversations with both parties involved. ✔︎ What to say to offer guidance and support for those being abused. ✔︎ ...
Aug 25, 2022•49 min•Season 4Ep. 5
In this week's podcast episode we talk to Andy Booth, Senior Partner at Nine Wealth. Andy recently gained his CFP certification and talks through his journey to get there as well as offering lots of advice and tips along the way. Andy is using his CFP certification to great effect attracting by changing the way he asks client questions and how he thinks through their options when faced with meeting their objectives. He also talks through how his recent experiences are helping him attract better ...
Aug 18, 2022•20 min•Season 4Ep. 4
In this episode we talk to Katherine Pautard CFP™ about her journey to become a Certified Financial Planner Professional. Katherine started out her career wanting to be a midwife, but when she found that it wasn't her passion after all, she put her empathy, drive and ambition to use to become a great financial planner. She shares her journey to find her true vocation in life as well as her passion to help clients. This year she has gained her CFP certification and won Professional Advisers Risin...
Aug 11, 2022•34 min•Season 4Ep. 3
