The Financial Planning Jigsaw Puzzle - Duncan Parkes
The Financial Life Coach Podcast
Release Date: 03/19/2019
Man’s search for Significance and Purpose - with Jason Butler
The Financial Life Coach Podcast
Jason Butler
info_outline
“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.
info_outline
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
info_outline
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
info_outline
It’s all the planning - Neil & Helen Bailey
The Financial Life Coach Podcast
Neil & Helen Bailey
info_outline
Boiling The Frog Slowly - with Ruth Sturkey
The Financial Life Coach Podcast
@RuthSturkey
info_outline
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
info_outline
Mergers, acquisitions and EOT’s - Barry Horner
The Financial Life Coach Podcast
Barry Horner - CEO - Paradigm Norton
info_outline
All good things come to those that wait - Damien Rylett
The Financial Life Coach Podcast
Damien Rylett - CEO- Brunel Capital Partners
info_outline
To buy or to sell. That is the question - Rob Stevenson
The Financial Life Coach Podcast
Rob Stevenson
info_outlineBook recommendation: 'It doesn’t have to be crazy at work' by Jason Fried and David Hansson
Best piece of advice: It doesn’t need to be complicated to work or add value.
Listen how:
- Old Mill are building a visual jigsaw puzzle for clients to measure progress towards their goals
- How they are attempting to quantify and demonstrate their value and the benefits of financial planning
- How they have built their own cash flow modelling tool
- The resources they are dedicating to the change of back office systems
@OldMillAFP