Financial Life Coach Podcast meets Jessamy Walker
The Financial Life Coach Podcast
Release Date: 11/07/2018
The Financial Life Coach Podcast
Jason Butler
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* In this POD we learn about the two successful acquisitions UNIQ has made.
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* Why Michael started buying businesses as soon as he opened his business
info_outlineThe Financial Life Coach Podcast
* Why Michael started buying businesses as soon as he opened his business
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Neil & Helen Bailey
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@RuthSturkey
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Lee's advice when you are planning to sell and exit your business
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Barry Horner - CEO - Paradigm Norton
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Damien Rylett - CEO- Brunel Capital Partners
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Rob Stevenson
info_outlineJess 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