最佳Financial Planner播客 (2025)

1
MQFP Live Exam Prep Course at MilMoneyCon25 14:39

5h ago14:39

14:39

In this short bonus episode, Paul Allen rejoins us to share the exciting news about the MQFP live exam prep course coming up at MilMoneyCon25. We chat through what that looks like, what you can expect to learn, how much it costs, when to plan travel, integration with the MilMoneyCon conference schedule, and a special opportunity for some scholarshi…

1
Father & Son in Finance: How St. James’s Place Academy Shapes Careers & Succession 48:02

11h ago48:02

48:02

Would you trust a financial planner under 30? There’s a big debate in financial planning: Does age matter? Some say younger advisors lack life experience—that they can’t guide clients through retirement, divorce, or legacy planning. Others argue that young planners bring fresh perspectives, long-term commitment, and up-to-date knowledge. After sitt…

1
246: An Unconventional KPI That Will Change Your Client Experience Immediately 39:25

3d ago39:25

39:25

Are you overwhelmed with tracking endless KPIs that don’t seem to actually move your business forward? You’re not alone. In this episode, I share how I went from drowning in dashboards to focusing on unconventional KPIs that truly matter. It’s time to stop thinking like an advisor and start thinking like a CEO. I’ll introduce you to the Impact Scor…

1
Practical Lessons from Ed Yardeni 52:22

4d ago52:22

52:22

In this deep-dive conversation, Jack Forehand and Matt Zeigler break down key insights from their interview with Dr. Ed Yardeni, one of Wall Street's most respected market strategists. The discussion explores how Yardeni's independent thinking and data-driven approach led him to correctly predict several major market developments in 2023-24, includ…

1
HR Policies 15:43

7d ago15:43

15:43

Have you got policies and guidelines in place to enable consistency within your business. Your staff should all have access to the same processes for their benefit as well as the employees. #HRPolicies #HR #HumanResources #HRSystems #EmployeeHandbook #LB1858

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Behind the Headlines: Neil Woodford Reflects on His Career 1:30:16

3d ago1:30:16

1:30:16

This week on the Financial Planner Life Podcast, Chris Ball hosts a long-form, unedited conversation with Neil Woodford—one of the most talked-about figures in UK financial services. Neil’s career has been one of immense ambition, remarkable success, and intense scrutiny. From humble beginnings sleeping on his brother’s floor to managing billions o…

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Go All In on Your Niche When Building a Financial Planning Business from Scratch - Rohit Rohela 52:50

8d ago52:50

52:50

In this inspiring episode of the Financial Planner Life Podcast, host Sam Oakes sits down with Chartered Financial Planner Rohit Rohela, affectionately known as The Tax Terminator and Architect of Financial Freedom. Rohit shares the incredible journey of building his financial planning business, Finsbridge, and the pivotal role that niching down ha…

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245: Using Behavioral Finance to Create a Better Client Experience with Guest Ashley Quamme 58:47

10d ago58:47

58:47

Behavioral finance… it can feel like a buzz term. But what it is really? Is behavioral finance really an actual need? How does it REALLY help you as an advisor deliver better financial advice? Where does it show up in your email copy, on your website, and in your meetings? In today’s episode, marriage counselor turned behavioral therapist Ashley Qu…

1
Practical Lessons from Cliff Asness 58:08

11d ago58:08

58:08

In this episode, Jack Forehand and Matt Zeigler discuss their fascinating interview with AQR founder Cliff Asness. They explore several key topics from their conversation, including:Cliff's humorous take on morning routines and why correlation doesn't equal causation when it comes to success habitsThe "Less Efficient Market Hypothesis" and why Clif…

1
244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2 1:02:04

17d ago1:02:04

1:02:04

What would happen if you hit pause, took a step back, and gave yourself the time and space to reimagine your business? In this week’s episode of The Efficient Advisor, I’m sharing the results of my CEO Day Retreat—a two-day intensive that reshaped how I’ll approach 2025. For financial advisors, it’s easy to get stuck in the grind of daily operation…

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Switching From Mortgage Adviser to Chartered Financial Planner With Charlotte Walters 57:59

17d ago57:59

57:59

In this episode of the Financial Planner Life podcast, we are joined by Charlotte Walter, an award-winning chartered financial planner and founder of Avail Financial Planning a partner practice of St. James’s Place Wealth Management based in Woburn near Milton Keynes. Charlotte shares her inspiring journey from mortgage advising to running her succ…

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Practical Lessons from Warren Buffett | Timeless Wisdom from the Oracle of Omaha 54:28

18d ago54:28

54:28

In this episode of "Two Quants and a Financial Planner," we break down some of Warren Buffett's most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We start by discussing whether Buffett truly deserves the "GOAT" (Greatest of All Time) title in investing, drawing some interesting parallel…

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Starting a Financial Planning Career at 50 & Writing £400k in Year 1 at Foster Denovo 58:19

22d ago58:19

58:19

In this episode of the Financial Planner Life Podcast, we’re joined by Marnel Stafford, a financial planner at Foster Denovo, who shares her remarkable story of pivoting into the profession at 50 and making waves in her first year. 💬 "Starting at 50 might seem late to some, but for me, it was the perfect time. My life experience became my greatest …

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243: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 1 36:48

24d ago36:48

36:48

Happy New Year! 🎉 As we kick off the first podcast of 2025, Libby reflects on her personal and professional journey through 2024 and shares actionable insights from her recent CEO Day retreat. This episode is all about the power of reflection, the hard decisions that shape your business, and how to set yourself up for a successful year ahead. Libby…

1
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives 1:02:41

25d ago1:02:41

1:02:41

In this episode of "Two Quants and a Financial Planner," we explore key insights from our previous conversations with Larry Swedroe, one of investing's most evidence-based thinkers. Through a series of clips, we examine crucial investment principles including:Why all investment decisions should be grounded in evidence rather than narratives or spec…

1
HR Contracts 12:05

24d ago12:05

12:05

HR Advisers Claire Moore and Kelly Hanley have sat down to discuss the importance of having the right HR Contract in place for the employer, the employee and the business as a whole. Though contacts may differ in size and terminology depending on the sector and type of business, it is vital that both the employee and the employer have a clear under…

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The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time 1:00:32

1M ago1:00:32

1:00:32

We're back with our annual predictions episode, where we look back at our (surprisingly not terrible) 2024 market calls and make fresh predictions for 2025 (which will likely be very wrong). In this episode, we're embracing the humbling experience of market forecasting to prove to everyone (and ourselves) why market forecasting is a waste of time.Y…

1
Do You Really Need International Diversification? 10 Top Investors Debate 57:06

1M ago57:06

57:06

In this episode of "Two Quants and a Financial Planner," we explore one of investing's most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.Key topics include:What actually constitutes "international exposure" in…

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242: Ideas to Implement -What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework 14:29

1M ago14:29

14:29

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework ---------…

1
From Classroom to Client Meetings: Laura North's Journey from Teacher to Financial Planner 1:05:45

1M ago1:05:45

1:05:45

Laura North, a former college lecturer with 16 years of experience, shares her incredible journey of moving from the classroom to becoming a successful financial planner. Discover how she navigated this life-altering transition, leveraging her teaching skills in a whole new way. Laura's story is a beacon of inspiration for anyone contemplating a ca…

1
Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings 1:00:54

2M ago1:00:54

1:00:54

Join Matt Zeigler and Jack Forehand as they break down some of the most insightful frameworks from our interviews with macro thinker Andy Constan. Drawing from multiple conversations with Andy, they explore:Andy's experience at Bridgewater Associates and their fascinating approach to systematic investingThe four pillars of macro analysis that help …

1
241: What is the Right Next Step for Your Business? Level 6 of the Systems to Scale Framework 38:16

2M ago38:16

38:16

It’s Week 6 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re diving into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we're officially wrapping up! In Week 6…it’s all about creating processes for LEADING your b…

1
240: Group Coaching FAQs - All About the Systems to Scale Group Coaching & Mastermind 20:33

2M ago20:33

20:33

Frequently Asked Questions: In today’s episode, Libby dives into all the details of the Systems to Scale Group Coaching Program. Today she will cover: What is the delivery format? How much time do I need to commit to the program to get the most out of it? Can my team join me for free? (Hint: YES!) What will we cover? How often and when do we meet? …

1
From Kyrgyzstan to UK Financial Planner: Cholpon Djanuzakova - Why Mindset And Hardwork, Always Wins! 46:27

2M ago46:27

46:27

"Imagine starting over in a new country, grappling with a new language, and breaking into a competitive industry. This is Cholpan Djanuzakova's reality. Her journey from Kyrgyzstan to becoming a top financial adviser and business owner in the UK is a testament to the incredible things you can achieve when you turn your challenges into stepping ston…

1
239: - Understanding How to Scale Your Processes & Team - Level 5 of the Systems to Scale Framework 26:15

2M ago26:15

26:15

It’s Week 5 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 5…it’s all about creating processes for SCALING your proces…

1
10 Great Investors Share Their Most Important Lesson 58:06

2M ago58:06

58:06

We ask one question at the end of each of our episodes:Based on your experience in markets, if you could teach one lesson to your average investor, what would it be? In this episode, we discuss our favorite answers from our guests in 2024. Featuring insights from:Jim Paulsen on understanding your true impact as an investorCliff Asness on the import…

1
238: Ideas to Implement - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework 8:26

2M ago8:26

8:26

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework ---------…

1
What A Paraplanning Manager Does And How To Get Ahead In Your Paraplanner Career. 28:14

2M ago28:14

28:14

🤔 Are Paraplanning Managers Holding Back Trainee Financial Planners? Not at Foster Denovo, where growth, ambition, and clear career aspirations take center stage. In the latest Financial Planner Life Podcast, I spoke with Louise Headifen, Paraplanning Manager at Foster Denovo, about how she’s breaking the mold and championing career progression for…

1
237: - Systematize: Time-Saving Strategies Every Financial Advisor Needs to Grow Their Business - Level 4 of the Systems to Scale Framework 32:31

2M ago32:31

32:31

Systematize! Just the word alone gives me tingles up and down my spine. It’s no surprise, but it’s one of my favorite layers of my Systems to Scale Framework. Why? Because this is where we build upon all of the previous weeks and it all comes together. This is where we get real about automation, delegation, deletion, and streamlining. In this episo…

1
Practical Lessons from Ben Carlson 48:58

2M ago48:58

48:58

In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We break down several crucial investing concepts, including why investors shouldn't blindly follow billionaires' market moves, the importance of finding an investment strategy you can stick with, and why the market rarely operates at extr…

1
How we built a £2.5 Billion lending business, and why we are doing it again with TAB! 1:14:33

2M ago1:14:33

1:14:33

Chris Ball interviews Duncan Kreeger and Stephen Wasserman, the dynamic duo behind West One Loans and now TAB, in this fascinating episode of Financial Planner Life. Duncan and Stephen share their journey from a single desk in Duncan’s dad’s office to scaling £2.5 billion in lending. They also dive into how they’re reinventing property finance with…

1
236: Ideas to Implement: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall 10:54

2M ago10:54

10:54

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall --------- LINKS FROM THIS EPISODE: Download the Systems to Scale Frame…

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235: Common Mistakes Advisors Make on Their OWN Taxes with Catherine Tindall 56:49

2M ago56:49

56:49

But what about YOUR taxes? Yes, you. The advisor! Running a financial advisory business can be complicated and you get paid weirdly. #FACTS We are stepping away from the S2S Framework this week, because the end of the year is coming, and we’ve got a small window of time to maximize your own tax savings before the end of the year. If you’re anything…

1
What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig 1:04:16

2M ago1:04:16

1:04:16

In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness.Key discussions:W…

1
234: Package & Price Your Process and Build Your How Story - Level 3 of The Systems to Scale Framework 32:13

2M ago32:13

32:13

It’s Week 3 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. It’s hard to believe we’re halfway through! In Week 3…it’s all about creating processes for ATTRACTING your ide…

1
Financial Coaching: The Content Creation Gap in Financial Planning with Peter Komolafe (Conversation of Money) 55:29

2M ago55:29

55:29

Financial planners, prepare to embark on a journey with our special guest, Peter Komolafe from the Conversation of Money, as we explore the dynamic world of financial coaching and content creation! Discover the evolution from static "how-to" guides to vibrant discussions on economic trends and financial news, as Peter sheds light on the relentless …

1
The Six Most Controversial Takes from Excess Returns in 2024 57:21

2M ago57:21

57:21

In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we've heard on Excess Returns in 2024. From Aswath Damodaran's spicy thoughts on the Berkshire annual meeting (spoiler: he's not a fan) to Cem Karsan's mind-bending perspective on options being the "dog" rather than the "tail," we're …

1
233: Ideas to Implement - How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework 12:48

3M ago12:48

12:48

Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items from Tuesday's podcast: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework ---------…

1
232: How to Create Your Planning Process, Client Service Model, and Client Experience Process - Level 2 of the Systems to Scale Framework 35:36

3M ago35:36

35:36

It’s Week 2 of the Systems to Scale Framework™ Podcast Series. As we move through the different levels of this roadmap, we’re divining into ALL the systems and micro systems that you need to create within your financial services business. In Week 2…it’s all about creating some of my favorite processes. This week we’ll talk about: Building out your …

1
Interview with David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL) 1:06:38

3M ago1:06:38

1:06:38

In this episode of Financial Planner Life, Chris Ball, CEO of Hoxton Wealth, interviews David Kneeshaw, Group Chief Executive of International Financial Group Limited (IFGL). With over two decades of experience in financial services and leadership roles, David shares his insights on career development, building resilient teams, and strategies for g…

1
Practical Lessons from Cullen Roche 53:36

3M ago53:36

53:36

In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests.We cover:"All Duration Investing" - Cullen's framework for matching investments to specific time horizonsThe Fed as Chuck Norris - Why the threat of Fed action can be more powerful than the action itselfQE vs Fiscal Stim…

1
How I achieved £500,000 turnover as a self employed financial planner with Foster Denovo 46:47

3M ago46:47

46:47

Ever wondered what it takes to successfully transition from product sales to holistic financial planning? Today, Financial Planner Life host Sam Oakes sits down with Nikos Christoforou, a Senior Partner at Foster Denovo, to uncover the challenges, mindset shifts, and strategies that can make or break a career in financial planning. In this episode,…

1
Leveraging Military Spouse Skillsets and the Scary, First 6 Months of Firm Launch with Stacy Miller 48:00

3M ago48:00

48:00

I’m excited to welcome Stacy Miller on the podcast today. She is the founder of Bayview Financial Planning, a flat-fee RIA focused on serving women, widows, and military and veteran families. Stacy is a military spouse to a retired U.S. Army officer. Married for over 30-years to her husband, Jody, who served 28-years in the military, Stacy has expe…

1
231: Critical Foundational Exercises Every Advisor Needs to Do - Level 1 of The Systems to Scale Framework 50:09

3M ago50:09

50:09

This week we are kicking off a podcast series! As you may or may not know, I have a framework that I’ve developed over the last nearly two decades in this business that I use to help advisors streamline their businesses. I call it the Systems to Scale Framework™ . Essentially, I’ve taken all the big processes and micro processes and have organized …

1
Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival 53:18

3M ago53:18

53:18

In this episode, we sit down for a deep dive into lessons from value investor Tobias Carlisle, exploring several key insights from our conversations with him over the years. In this Halloween-themed episode (complete with plenty of Reese's cups), we break down Toby's perspectives on what makes an ideal business, the critical importance of survival …

1
Part-Time Financial Planner, Why it works for me! 53:41

3M ago53:41

53:41

Join us for an insightful conversation with Paula Leitch, a trailblasing part-time financial planner whose journey took her from Australia to the heart of Dublin's financial sector. Throughout our discussion, we explore her strategic decision to embrace part-time work, allowing her to balance a fulfilling career with family life, Sam of course trie…

1
230: The Client New Year's Letter You Need to Write Now! 38:11

3M ago38:11

38:11

Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter. Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you …

1
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation 48:29

3M ago48:29

48:29

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management. We explore several clips from our interviews where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve.W…

1
Paraplanning Disruptor - How 'Parapool' is creating a gig economy for Paraplanners! With Rebecca Livesey 54:33

3M ago54:33

54:33

In this episode of Financial Planner Life, Rebecca Livesey introduces Parapool, a gig-based, online marketplace that is revolutionising the paraplanning profession. By offering a flexible and scalable marketplace for paraplanners and financial advisers, Parapool addresses the current issues of rising paraplanning costs and talent shortages. Becky e…

1
Finding the Right Culture Fit and Serving the Military Community with David Evetts 45:44

3M ago45:44

45:44

In this episode, I’m joined by David Evetts, who serves as the President of the USAA Educational Foundation. Since 1986, The USAA Educational Foundation has served the military community by helping service members and their families become informed financial decision-makers through every life stage. USAA, the founder and sponsor of The USAA Educati…

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