Man’s search for Significance and Purpose - with Jason Butler
The Financial Life Coach Podcast
Jason Butler
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“If at first you don’t succeed.....” - Marlene Outrim
The Financial Life Coach Podcast
* In this POD we learn about the two successful acquisitions UNIQ has made.
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True entrepreneurs seek and live for the challenge - with Michael Smith
The Financial Life Coach Podcast
* Why Michael started buying businesses as soon as he opened his business
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True entrepreneurs seek and live for the challenge - with Michael Smith
The Financial Life Coach Podcast
* Why Michael started buying businesses as soon as he opened his business
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It’s all the planning - Neil & Helen Bailey
The Financial Life Coach Podcast
Neil & Helen Bailey
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Boiling The Frog Slowly - with Ruth Sturkey
The Financial Life Coach Podcast
@RuthSturkey
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Lee Robertson - selling to the team, protecting the business for them and their clients
The Financial Life Coach Podcast
Lee's advice when you are planning to sell and exit your business
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Mergers, acquisitions and EOT’s - Barry Horner
The Financial Life Coach Podcast
Barry Horner - CEO - Paradigm Norton
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All good things come to those that wait - Damien Rylett
The Financial Life Coach Podcast
Damien Rylett - CEO- Brunel Capital Partners
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To buy or to sell. That is the question - Rob Stevenson
The Financial Life Coach Podcast
Rob Stevenson
info_outlineJackie Lockie
Head of Financial Planning
CISI
@jacquelineloc15
We cover:
- What is the new CFP?
- What has changed?
- Why it is a much better system now?
- How FPTA will be supporting the case study?
- Why the CFP is still the preeminent qualification world wide?
- We talk about which cash flow modelling systems will work for the CFP the fact you need to be an expert user. If not, excel is still the best way to pass the exam.
- How Steve sticks his foot in it within the first 2 minutes..