Shows
2026-08-0401 min
Progress in Practice PodcastSeason 1: From Footballers to Founders: Sam Sloma on Lifestyle Financial PlanningIn this episode of Progress in Practice, Charlie Reading sits down with Sam Sloma, founder of Engage Financial Services - a fixed fee lifestyle financial planning firm based in North London serving professional footballers, entrepreneurs, and those approaching retirement.Sam's journey to building his own firm is rooted in two very specific moments of clarity: a client who couldn't understand why his fee doubled when he simply added more money, and the realisation that his clients were loyal to him personally, not to the business he was building inside someone else's firm. Both pointed in the same...
2026-07-2222 min
The Plannex PodcastThe Growth Traps No One Warned Me About with Sam Sloma Part TwoIn Part Two, Sam Sloma dives into the niche that shaped Engage FS - advising professional footballers - and why that market runs on trust, discretion, and long-term agent relationships. While athletes make up 25% of the firm, the real growth engine is advising younger business owners exiting for £10m+. We explore how exit planning differs from traditional retirement advice, and why Sam uses financial planning software as a "red flag" tool rather than a forecasting crutch. We also discuss niche positioning, acquisition offers, scaling a UK financial planning firm, percentage vs fixed fees, and Sam's c...
2026-03-0636 min
The Plannex PodcastThe Growth Traps No One Warned Me About with Sam Sloma Part OneIn Part One, Sam Sloma, Managing Director of UK financial planning firm Engage FS, shares his journey from lower-league professional footballer to building a 140-family advice business. We unpack how he launched his IFA firm in 2017 with 25 loyal clients and £180k in first-year revenue, the early operational mistakes that shaped the business, and why he chose - and later questioned - a fixed-fee pricing model. We also explore his annual "Surge" client review system, lessons from his first acquisition, and how he thinks about scaling a financial planning firm without sacrificing lifestyle. A c...
2026-02-2655 min
The Steps to Investing PodcastSPECIAL: The Patient Investor, episode 2 with financial adviser Sam SlomaIn the second episode of this three-part mini-series special with Alliance Trust, we speak to chartered financial planner Sam Sloma to get the professional perspective on being a patient, long-term investor. We explore why investing in the stock markets over lengthy timeframes leads to wealth creation, how to get around your nerves when first investing and what to do to prepare, whether lump sum or drip-fed investments are best for returns, and why down markets are part and parcel of stock market investing. Subscribe and share.
2022-11-0328 min
Engaging People Pod117 - Marc Obrart - Co-Founder of Fin-HouseOn today's podcast I host Marc Obrart who is the Co-Founder of Fin-House. Marc talks us through his journey from becoming an accountant to working out that impacting businesses was more up his street. We take more of an in-depth look at what an outsourced FD can do and how Fin-House are evolving the model. You can find Marc on Linkedin @MarcObrart and you can find Fin-House online www.fin-house.co.uk Marc is available on email marc@fin-house.co.uk As always please do leave us a rating or review on iTunes. If you...
2022-01-2641 min
Engaging People PodEpisode 116 - Lewis Hatchett - From Professional Cricket to Start up FounderLewis Hatchett is an ex Professional Cricketer turned start-up Founder. He has overcome numerous challenges throughout his life, starting with being born with Poland Syndrome which is a condition where you don't have one pectoral muscle & two of the ribs surrounding your lungs. Hear how his father was told that Lewis would never play professional sport. Then having made it to the top level of the game, Lewis suffered a back injury that would ultimately force him to retire & re-evaluate his life. He has since founded Sport Yogi & is using his former experience to build...
2022-01-1942 min
Engaging People PodEpisode 115 - The 7 minute pod with 4 core values for 2022In our final episode of 2021, Sam shares some ideas for 2022. Here are the details of our recommendations. Raising Fame Podcast. Rational Reminder Podcast. He discusses 4 core values for your life or business. 1 - Deliver Massive Value 2 - Be Intentional 3 - Do what Works 4 - Take Accountability We hope you've enjoyed this podcast and that you have a happy and healthy festive break. Here's to a great 2022. As always please do leave us a rating or review on iTunes. If you have...
2021-12-1708 min
Engaging People PodEpisode 114 - Chatting all things crypto & NFT's with Josh Green of BetUp MediaJosh Green is the founder of BetUp Media which is a marketing consultancy in the gaming/online gambling space. He is a long standing personal friend of mine and in this episode we discuss all things crypto & NFT's. We tried to make the conversation high level enough for people to understand what's going on in this world, what we are doing ourselves & some use cases for some of the digital assets people are buying. Please note nothing in this podcast is to be construed as Investment Advice. All opinions of mine & Josh's are our own...
2021-12-0943 min
Engaging People PodEpisode 113 - Oli Weingarten - CEO of E-Sports Platform Ldn Utd.Oli Weingarten has had two of the best legal jobs the sports world has to offer. Being a lawyer for The Premier League & The Secretary General of The F1 Teams Association. However he decided that he wanted to venture out on his own to scratch his entrepreneurial itch! Enter his new venture - LDN UTD LDN UTD is the Esports org that unites professional Esports and grassroots gaming with healthy lifestyle and social issues. To date, they have addressed knife crime in LDN with grime artist P Money; loneliness and mental health during COVID with...
2021-12-0132 min
Engaging People PodEpisode 112 - Financial Anxieties & control your spending.Today on this short solo episode I discuss how financial anxiety is common place wherever you are on the wealth journey & I give some practical examples of how communication can help. I also discuss how expenditure control is so important to future financial success. Knowing your expenditure, understanding it and controlling it will means you have far more options for saving, investing and building wealth for your future. The more excess income you have, the more options you have and the easier life is to sustain should something go wrong. Please do leave...
2021-11-2412 min
Engaging People PodEpisode 111 - Personal Finance Tips - Bank Account Organisation & Long term savingToday on this short solo episode I discuss how to organise business & personal bank accounts, how your main residence can move you up the property ladder & the importance of long term saving. It's been a long while since my last pod so I hope you enjoy & see you again soon. Please do leave us a review or a rating and email us with any questions, queries or suggestions. Our email is team@engagefs.co.uk
2021-11-1712 min
Engaging People PodEpisode 110 - We're back and we're talking Web 3.0As always please do leave us a rating or review on iTunes. If you have anyone you think would be a good guest please don't hesitate to introduce them. We love you comments feedback and suggestions - write to us - hello@engagefs.co.uk Our twitter handles are @samsloma & @engage_FS Our Instagram handles are @samsloma & @engagefinancial
2021-09-1516 min
Engaging People PodEpisode 109 - Musings on a Wednesday morning.As always please do leave us a rating or review on iTunes. If you have anyone you think would be a good guest please don't hesitate to introduce them. We love you comments feedback and suggestions - write to us - hello@engagefs.co.uk Our twitter handles are @samsloma & @engage_FS Our Instagram handles are @samsloma & @engagefinancial
2021-07-2111 min
Engaging People PodEpisode - 108 - The Core Master - Ambassadors Marvin Ambrosius & Honey Fine tell us all about this new product.The guys at The CoreMaster got in touch with us to ask if we might get top PT's Marvin Ambrosius & Honey Fine to tell their stories as to why The Core Master is a revolutionary new product to hit the UK gym scene. You can find details of the business and the product at their website - https://www.thecoremaster.co.uk/ On all socials - @thecoremaster Honey can be found @honeyfinefitness and Marvin @marvinambrosius Our Instagram handles are @samsloma & @engagefinancial As always please do leave us a rating...
2021-07-0742 min
Engaging People PodEpisode - 107 - Josh White - Co-Founder of CanO Water on disrupting the water industry.Josh White, Ariel Booker & Perry Alexander are three friends from North West London who went on holiday and came back with a crazy idea which if it worked, would disrupt the entire drinks industry & play a part in a more sustainable global future. Josh tells his side of the story from concept to where the company is today and all of the trials and tribulations in between. Hear some shocking statistics about how much plastic is actually recycled and how much is dumped into our Oceans. You can hear Josh's passion for the...
2021-06-1647 min
Engaging People PodEpisode 106 - SS on Risk Management within your personal finances.Our Instagram handles are @samsloma1 & @engagefinancial As always please do leave us a rating or review on iTunes. If you have anyone you think would be a good guest please don't hesitate to introduce them. We love you comments feedback and suggestions - write to us - hello@engagefs.co.uk Our twitter handles are @samsloma & @engage_FS Our Instagram handles are @samsloma & @engagefinancial
2021-06-0919 min
Engaging People PodEpisode 105 - Duncan Kreeger v2 - Founder of TAB LDNAs always please do leave us a rating or review on iTunes. If you have anyone you think would be a good guest please don't hesitate to introduce them. We love you comments feedback and suggestions - write to us - hello@engagefs.co.uk Our twitter handles are @samsloma & @engage_FS Today we welcome back entrepreneur Duncan Kreeger as he updates on how his various business ventures are going and how they've developed throughout the lockdowns & Covid-19. We first interviewed Duncan in March 2019 and he was just launching a new...
2021-05-2652 min
Engaging People PodEpisode 104 - Amit Lubling - Managing Partner of Akili Ventures.Amit Lubling has been an entrepreneur since straight out of college, he has never really worked for anyone else. His early career was spent building out the initial stage broadband infrastructure for the UN's development team in emerging markets around the world. He then became a partner at Incubator Pre-Hype which took problems from some of the worlds best companies & spun them into businesses before setting up his own VC studio with a niche of focusing on businesses in Africa. Amit took Philosophy in College and it's had a major impact on his...
2021-05-1953 min
Engaging People PodEpisode 103 - Daniel Daggers - Mr Super Prime & Founder of Daniel Daggers Real EstateDaniel Daggers is the self proclaimed Mr Super Prime. He founded Daniel Daggers Real Estate after working in the Super Prime sector for the previous 13 years. His Instagram page @daniel_daggers has 34,000 followers & Daniel has been a pioneer in using the platform to showcase some amazing assets & insights about his market. Daniels journey to running his own business has been anything but smooth. His resilience & inner confidence allowed him to push through those difficult periods. He cites the motto 'Be Good, Do Good, Feel Good' as words to live by and recommends the...
2021-05-121h 03
Engaging People PodEpisode 102 - Ben Weisfeld - Founder of Ten Toes MediaThis is a brilliant conversation with Ten Toes Media's Founder Ben Weisfeld. Hear his story of how he went from working in a coffee shop to taking an internship in New York before setting up his own business. Ten Toes was founded five years ago and began working with Michel Vorm and looking after his social media. It has since expanded to work with some amazing clients and some of the biggest brands in the world. Ten Toes has 4 pillars as it's core parts of the business and things are in motion to...
2021-02-2447 min
Engaging People PodEpisode 101 - Gary Lewin - Ex Arsenal & England Physio - Current Co-founder of The Lewin Clinic & Physio for Arsenal Ladies team.Gary Lewin is the ex Arsenal & England Physiotherapist. He has enjoyed one of the most successful careers in football. He was part of the Arsenal back room team that won two Football Leagues, 3 Premier Leagues, a European Cup Winners Cup & 5 FA Cups. He also went to 5 world cups with England, 4 European Championships and spent time across a number of other sports before setting up his own private practise 'The Lewin Clinic' with his cousin Colin. Here how Gary didn't make it as a professional footballer at Arsenal and a conversation with their Physio...
2021-02-1751 min
Engaging People PodEpisode 100 - Laura Sloma on trekking the Great Wall of China for Grief EncounterToday for my 100th Episode my wife is back but this time to speak about her job for the Amazing Grief Encounter. In 2019 Laura trekked The Great Wall of China and in 2021 she's aiming to do the Three Peaks Challenge. Hear more about the work they do in helping bereaved children through some of the most difficult circumstances. They have recently launched a new helpline - grieftalk - 0808 802 0111 or you can find them online - https://www.griefencounter.org.uk/ Their Instagram is @griefencounter As always please do leave...
2021-02-1033 min
Engaging People PodEpisode 99 - Doing the work + my interview with Next Gen PlannersToday I chat to Rohan Sivajoti about the last 4 years at Engage & what we're doing with surge meetings for all clients. There is also wise words from the legend that is Seth Godin - DO THE WORK. As always please do leave us a rating or review on iTunes. If you have anyone you think would be a good guest please don't hesitate to introduce them. We love you comments feedback and suggestions - write to us - hello@engagefs.co.uk Our twitter handles are @samsloma & @engage_FS ...
2021-02-0345 min
The Plannex PodcastSurge Meetings with Sam SlomaIn this episode, Rohan chats with Sam Sloma from Engage FS, who appeared on the podcast a few years ago at the very start of his journey as a financial planning business owner. Here, they catch-up on how things have been, as well as discussing a hot topic at the moment amongst financial planners - surge meetings. Enjoy!
2021-02-0241 min
Engaging People PodEpisode 98 - Ed Hauck - Co-Founder of The Curators.In this episode we speak to The Curators Co-Founder Ed Hauck on their journey from concept to being in Sainsbury's & Tesco's. Ed talks in great detail about how he watched his parents go through the rollercoaster of business ownership which has given him the drive and determination to succeed. We hear about how he and his Co-Founder Max met, strategized about what they thought would be a good opportunity and focused in on the growing premium healthy snack market in the UK. They almost failed at launch before finding themselves in the food...
2021-01-1949 min
Engaging People PodEpisode 97 - Nathan Kosky - Vice President of Global Partnerships at AEG.Today I speak to Nathan Kosky who is the Vice President of Global Partnerships at AEG - no not the appliance firm but the global firm Anschutz Entertainment Group that owns the likes of the O2, Staples Centre, the LA Galaxy and Coachella amongst other famous venues and iconic festivals. Nathan started in media sales before being recruited by AEG to help then develop the O2 Arena. He had a stint away to be the commercial director at Coventry City Football Club before returning to AEG to find a company that had substantially grown during his time...
2021-01-1339 min
Engaging People PodEpisode 96 - Jamie Peacock MBE - from Rugby League Legend to business owner through going the extra mile.Jamie Peacock MBE is considered one of the best Rugby players of his generation and is one of the most decorated players of all time. Having had success at Bradford Bulls, Leeds Rhinos and captained England & Great Britain for 8 years. He talks about his journey as an average player to becoming one of the greats through sheer hard work. Jamie realised early that hard work was in his control & that not everyone wants to go the extra mile. Jamie is natural leader and post Rugby after a spell as director of Rugby at Hull KR...
2021-01-0747 min
Engaging People PodEpisode 95 - Level up in 2021In this episode Sam talks about 2020 and how the stock markets have reiterated that no-one knows what is going to happen and sticking to the plan trumps everything else. We discuss Airbnb, Tesla and Bitcoin and how they've had huge years through the pandemic. Finally Sam discusses his plans for 2021 and what it has in store for the podcast & for Engage FS. You can find Freddie on Instagram @41woodman41 As always please do leave us a rating or review on iTunes. If you have anyone you think would be a good...
2020-12-3010 min
Engaging People PodEpisode 94 - Freddie Woodman on goal setting, personal development & progress.Freddie Woodman, current Swansea City FC goalkeeper - on loan from Newcastle talks us through what he does to maximise the talent he has. Freddie has developed his own habits, routines and techniques to set goals, to measure his progress and to lead to success. Hear all about each one as we talk through Freddie's perspective on personal development. You can find Freddie on Instagram @41woodman41 As always please do leave us a rating or review on iTunes. If you have anyone you think would be a good guest please don't...
2020-12-2434 min
Engaging People PodEpisode 93 - Paul McShane - Ex MUFC, Sunderland, Hull City, Reading & Republic of Ireland Footballer.Paul McShane came to England from Ireland aged 16 to sign for Manchester United. He has gone on play almost 400 professional games in the Premier League and Championship. He's also represented his country and got man of the match on his Ireland Debut. Hear about Paul's journey through his career, some of the highs and low's and what he looks back on over the past 16/17 years. You can find him on Instagram @pmacca15 or on LinkedIn - Paul McShane. As always please do leave us a rating or review on iTunes. If you have...
2020-12-1645 min
Engaging People PodEpisode 92 - Cost v Value in FSThere is always a lot of commentary about Price v Value in Financial Services and today I discuss some of the value we bring to clients. Whether it's in peace of mind, organisation, structure, tax efficiency, investment returns, protection or all of the above there are lots of ways to measure the value we bring - however lots of people choose to focus on the costs we charge. Hopefully this outlines some of the positive aspects of the work we do. As always please do leave us a rating or review on iTunes...
2020-12-0914 min
Engaging People PodEpisode 91 - How I invest my moneyRecently I've been reading a book by Brian Portnoy & Josh Brown called 'How I invest my money' and it's a number of finance professionals speaking about how they invest their own money. They and I spend a lot of time explaining how others 'should' invest and where they should put their money so it was great to hear about what they do and what bias's they succumb to. It gave me the idea that I too should share how I invest my money. So here it is. I hope you enjoy and please let me...
2020-12-0316 min
Engaging People PodEpisode 90 - Sam interviewed by Jason Butler for the 'Real Money Stories' PodcastLast week I joined Jason Butler on his brilliant podcast 'Real Money Stories'. Jason is a financial services legend, a well renowned author and speaker and so it was great to talk to him about my own personal views on money. The Engaging People Pod doesn't always cross over into financials with clients as we want to keep podcasts about people and their stories, however as we move towards episode 100 we might edge towards more numbers based conversations. You can find Jason on twitter and Linkedin as @JBthewealthman and as Jason Butler on Linkedin.
2020-11-2653 min
Engaging People PodEpisode 89 - Mitch Hahn - CEO of Nordens AccountantsOn today's podcast we speak to Mitch Hahn who is the CEO of top 100 accountancy firm Nordens. Mitch fulfilled a dream of becoming a professional footballer before falling out of the professional game. He found himself looking for a job and came across a one man band accountancy firm. He and the founder began building the business to where it is today - a firm of 70 people who are in the top 100 firms in the UK. Hear Mitch's story and how he uses lessons from football to help build an amazing culture at Nordens.
2020-11-1958 min
Engaging People PodEpisode 88 - Charlie Hoare - Culture Consultant, Author, Dad & Entrepreneur.On today's podcast we speak to Charlie Hoare. Charlie Hoare is a wellbeing consultant, entrepreneur, life coach, speaker on male mental health and most importantly, a father. Personal experience of depression and anxiety led him to write 'MAN DOWN: A Guide for Men on Mental Health'. https://www.amazon.co.uk/Man-Down-Guide-Mental-Health/dp/1787832503/ref=sr_1_1_sspa?dchild=1&keywords=man+down&qid=1605089893&quartzVehicle=69-2047&replacementKeywords=down&sr=8-1-spons&psc=1&spLa=ZW5jcnlwdGVkUXVhbGlmaWVyPUEzM0FTR1FKMzlHU1haJmVuY3J5cHRlZElkPUEwODU2MTkwUU9DUkFQQlRPS1I4JmVuY3J5cHRlZEFkSWQ9QTA5NDM3NTkxQ1Q2U0RYNkhQR0lDJndpZGdldE5hbWU9c3BfYXRmJmFjdGlvbj1jbGlja1JlZGlyZWN0...
2020-11-1143 min
Engaging People PodEpisode 87 - Jason Oakley - CEO & Founder of Recognise Financial ServicesOn today's podcast we speak to CEO of Recognise Financial Jason Oakley. Jason has had a stellar 35 year career in Banking, starting at Natwest/RBS before moving to Close Brothers before becoming one of the early employees at Metro. Jason helped grow the loan book from £60m to £2.5bln in the near 3 years he was there. Jason is now setting up his own bank as he feels there is a huge area of need in the UK - serving SME's. Hear how the bank is ready to go and make it's mark in th...
2020-11-0444 min
Engaging People PodEpisode 86 - Framing gratitude & learning to love learning!Today's podcast is a solo episode with Sam on how important learning how to enjoy the process of learning is and using the metaphor of teaching yourself how to fish as opposed to buying a fish! We also speak about framing and how small tweaks to your mindset can give huge benefits to your mental health and the enjoyment of everything you have. Today we recommend the podcast 'Diary of a CEO with Steven Bartlett' and 'Feel Better Live More with Rangan Chatterjee - episode 127 with Wim Hof. Both of those are really...
2020-10-2112 min
Engaging People PodEpisode 85 - Andrew Parsons PhD- Coach & Mentor to cancer patients & their families.Andrew is an experienced Wellness Practitioner and has been coaching and mentoring within organisations at professional and executive levels for over ten years. He has undertaken training in several coaching certifications including professional (co-active) coaching (GSK, Coaching Development), NLP (Quest Institute) and medical coaching (Medical Coaching Institute). He has an MSc and PhD in Physiological Sciences and an MSc in Psychology. He is also a qualified hypnotherapist and EFT practitioner. Hear how he left a senior position at GlaxoSmithKlien and set up his own business www.reciprocalminds.com and in turn he began giving up his time...
2020-10-1441 min
Engaging People PodEpisode 84 - Simon Dent - Sports Business Entrepreneur & Ultra RunnerSimon Dent is a sports & business entrepreneur. He started life in London as a solicitor before a period of difficulty in his life forced him to reflect on what he really wanted to do. He moved into owning a sports memorabilia shop, before being a nightclub promoter, a sports agent and most recently the founder of sports marketing agency Dark Horses. In the last 6 years Simon has become a prolific runner, running many marathons and ultra marathons and raising thousands for charities. Simon is also a huge proponent for personal development and is...
2020-10-071h 01
Engaging People PodEpisode 83 - Phil Lewis on 6 steps to really drive change within your business.Phil Lewis is an award winning business strategist, mentor, speaker & author. He is the founder of corporate punk who are a management consultancy with a difference. Here he explains the below. The next five to ten years are looking bumpy. Like the financial crisis in 2008, coronavirus has unleashed economic consequences that will be measured in years not weeks or months. To survive and thrive, many businesses need to fundamentally and urgently change how their people work together, to become more responsive, resilient and innovative. They need to ready themselves for a world where the only...
2020-09-2942 min
Engaging People PodEpisode 82 - Annelise Worn - Marketing & business strategist.Annelise has a unique spectrum of experience as CEO of a highly successful marketing agency, with a background in leadership and wellbeing that filters through her work with clients. She supports women to transform their business to discover the profit and freedom they started it to achieve. Her true passion lies in developing and helping clients to implement efficient, high converting marketing strategies. She recommends the 7 habits of highly successful people by Stephen Cubby as a good book to read. You can find her on all the socials Facebook...
2020-09-2237 min
Engaging People PodEpisode 81 - Charlotte Wiseman - Leadership & Wellbeing consultant. Charlotte Wiseman is a leadership and wellbeing consultant. She started her career in fashion, but after a stress induced episode, she decided to change paths and focus on helping people transform the work place. This is a great conversation about developing mental fitness with some amazing tips that you can take away. She recommends the following books: The happiness advantage by Shawn Achor and Mindfulness by Mark Williams and Danny Penman. You can find her at charlottewiseman.com, on LinkedIn at Charlotte Wiseman and on Instagram @charlottewiseman_ We'd love our listeners...
2020-09-1644 min
Engaging People PodEpisode 80 - Rob Gevertz - Founder of First Five Yards - Sports Digital Media consultant on his business & battling Lymphoma.First Five Yards is a boutique digital sports consultancy founded by Rob Gevertz. Within his career, Rob has worked in senior commercial positions at organisations such as Sky Sports, talkSPORT and most recently City Football Group (Manchester City FC). Three years ago Rob was diagnosed with Non Hodgkin's Lymphoma & went straight onto a round of chemotherapy. He thought he was in the clear before it returned which is often a difficult sign. Rob has pioneering treatment in the UK & has made a full recovery. Hear how his mentality helped him through the tough...
2020-09-091h 00
Engaging People PodEpisode 79 - *Repost* - My interview with Arseblog AKA Andrew Mangan.In 2001 whilst living in Spain, Andrew Mangan was working out what to do with his life. Whilst working on this new found internet, he decided to start writing about Arsenal and posting his thoughts every day. 18 years later at Arseblog is one of the biggest Arsenal blogs in the world. Andrew now has two different blogs covering all things Arsenal. This is general thoughts, news, Arsenal Women, Youth, transfers etc. He has two weekly podcasts and has written 2 books. For someone who admits they're not business savvy, the evolution of this site has been a...
2020-08-1952 min
Engaging People PodEpisode 78 - Answering FAQ's on EngageToday I answer the most asked questions on Engage and it's a brief episode speaking about us and our business. I ask the following Who/What is Engage? Who do you work with? What do we do for them? How do we charge? How are we different? What are the best things and biggest challenges you face? Why do clients hire you? Why do they stay with you? You can check out our website - www.engagefs.co.uk...
2020-08-1224 min
Engaging People PodEpisode 77 - Malvin Kamara, CCO & Founder of Vallum AssociatesMalvin Kamara is the CCO & founder of Vallum Associates. In a previous life he was a professional footballer. He started his career at Wimbledon FC before moving to Cardiff and Huddersfield. Injuries & a falling out of love for football forced him to change paths and Malvin speaks very openly about some of the challenges he has faced over the years. Here how he was reprimanded for using changing room banter in the office and how his hard work has put him & his family in a brilliant position moving forward. Malvin listens to the...
2020-08-0452 min
Engaging People PodEpisode 76 - Kunle Olafare - CEO of SK Financial.Kunle Olafare is the CEO of SK Financial. He sits on the board at Surrey Cricket Club & of Haberdashers Livery Company group of schools. This is the first conversation about Kunle's career and how he has become a CEO and the challenges that brings. He discusses how he got into finance and how he loved working for one of the biggest firms in the UK. In the next part of our conversation we'll discuss more social topics and how Kunle impacts people in all different aspects of their career. We'd love our listeners...
2020-07-2952 min
Engaging People PodEpisode 75 - Futurist, author, motivational speaker Nick Jankel on personal development, sustainability & the future of capitalismNick Jankel is an amazing man, he is a futurist, motivational speaker, entrepreneur, author and family man and this is great conversation covering many different facets. Nick is the founder of Switch On Now - switchonnow.com and Futuremakers. He has written three books (check him and them out on google/amazon) and he has given key note speeches at some of the biggest and best companies in the world. This is a brilliant conversation about so many different subjects. You can find Nick on twitter @nickjankel - on instagram @switchon_now
2020-07-2250 min
Engaging People PodEpisode 74 - Louise Blyth - Author of 'Hope is coming'On today's episode I speak to author Louise Blyth about her new book 'Hope is coming'. Louise shares her personal story about losing her husband at age 34 when they had two young children and how she chose hope and optimism. Her story is a real inspiration and it's a great conversation. You can find her on Instagram and Facebook @wonderfulness_of_life and on Linkedin @Louise Blyth. She cites Sheryl Sandberg's book 'Option B' as one to read and Brian Stevenson as someone to listen to. The link to her book...
2020-07-0835 min
Engaging People PodEpisode 73 *Repost* Paul Wood of Woody & KlienyPaul 'Woody' Wood is one half of the duo Woody & Kleiny who have amassed an amazing 4.9m Instagram followers, 2m YouTube subscribers & 3m Facebook followers. Throughout the journey to get where they are today, Woody & Kleiny have suffered numerous setbacks in their lives. However they have always shown resilience and a desire to achieve above everything else.They never thought about going solo, they had each others back and their friendship is first and foremost to this day. Woody gives lots of great insights into the W&K strategy, how to utilise social media & how...
2020-06-2459 min
Engaging People PodEpisode 72 - Jo Tutchener-Sharp - Founder & CEO of Scamp and Dude.Jo Tutchener-Sharp has an amazing story about her Scamp and Dude was founded. Jo started her working life in PR and was running a successful PR agency.She was a successful working mum with two young children when she suffered a brain hemorrhage. Thankfully she has made a full recovery but her time being ill gave her the perspective she needed to try something new and make a difference in the world. She founded the amazing Scamp and Dude and this is their story. The companies website is www.scampanddude.com. You can...
2020-06-1749 min
Engaging People PodEpisode 71 - Black Lives Matter. We won't be silent on this issue.Hear our views on why Black Lives Matter is so important. As a person, as a business owner, as a father I am against all forms of racism and we don't want to be silent on this issue. I will be back next week with an interview in the normal format but I hope you like this short episode on this extremely important subject. We'd love our listeners to recommend people for the show so if you know anyone please do send them our way. Also please do leave us a review or...
2020-06-1011 min
Engaging People PodEpisode 70 - Network effects & controlling your burnOn today'S pod I discuss the kind of clients we look after at Engage, why we love working with them so much and how working with a type of client brings around network effects and efficiencies to benefit all concerned. I also discuss the thorny topic of expenditure and how controlling your burn rate is one of the biggest proponent of financial success and failure. If anyone would like to take up the offer of a free review please do get in touch with us on the details below. We'd love our listeners...
2020-05-2716 min
Engaging People PodBonus Ep5 for Mental Health Awareness Week - We speak to Yoga teacher Samara Grimsdell about her journey to becoming a Yoga teacher & how she's inspiring others.Today we speak to Samara Grimsdell, a primary school teacher and Yoga teacher. Samara speaks about how she had some anxiety issues after the birth of her second child. She turned to Yoga and was so transformed by it that she had to learn more & ultimately became an instructor. She gives her top tips about breath work, the grounding technique and how walks in nature do her a world of good. You can find her on Instagram - @silverlinings_yoga We'd love our listeners to recommend people for the show so...
2020-05-2213 min
Engaging People PodBonus Ep4 for Mental Health Awareness Week - We speak to counsellor & psycotherapist Lizandra Leigertwood about self care.ith 5 tips to enhance your own wellbeing.To I speak to Lizandra Leigertwood who owns New Frame Therapy which is a counselling & psycotherapy business in St Albans. Liz helps lots of people in different areas including relationships, anxiety & stress. Today she is sharing tips on self care. Liz describes the 5 key components of self care 1) Mental - Pay attention to your own needs. 2) Physical - Keeping healthy/active and on top of your physical health 3) Emotional - check in with your own feelings. 4) Spiritual - Meditation, Yoga or being in nature are examples of...
2020-05-2116 min
Engaging People PodBonus Ep 3 for Mental Health Awareness Week - Dan Piler with 5 tips to enhance your own wellbeing.Danny Piler is another repeat guest on The Engaging People podcast. Today he gives 5 tips around how to take care of yourself. 1) Communication. Listening & understanding yourself. 2) Giving yourself some me time. 3) Take action. 4) Be curious and enjoy learning. 5) Give to others Danny has kindly put some videos together where you can hear more of his stuff. Please see the link below. https://www.danpiler.com/blog/2020/5/18/freedownloads You can find Dan via all of the below, his website is www.danpiler.com.
2020-05-1915 min
Engaging People PodBonus Ep 2 for Mental Health Awareness Week - Physical Health Tips with fitness expert Oli HenryOli Henry is our second bonus episode during Mental Health Awareness week. In what is a really interesting tip, he talks about how doing less can actually be more in the workout world. He gives an example using the 5x5 rules. The companies website is www.worklifewell.com. You can contact them hello@worklifewell.com and their social media handles are as follows Instagram - @work_life_well Linkedin - @worklifewell We'd love our listeners to recommend people for the show so if you know anyone please do send them our...
2020-05-1814 min
Engaging People PodBonus Ep 1 for Mental Health Awareness Week - Financial Health Tips with Personal Finance expert Andy Hart.Today I speak to Andy Hart, personal finance specialist, founder of Maven Adviser & The Maven Money Podcast. The below outlines what we discuss and Andy's top 3 tips. Financial Wellbeing The 3 health's Mental health, Physical health & Financial health Face your finances - face you fears. You have to be willing to get stuck into your finances if you want to change your thoughts and feelings about it. No one is going to save you. What gets measured improves. Money is the fabric of society you're all...
2020-05-1710 min
Engaging People PodEpisode 64 - Oliver Henry - WorkLifeWellOliver Henry tells his story of how a freak injury at 19 years old gave him 18 months of invaluable to learning which led to him set up the fitness company 'Ready, Steady, Fit' before co-founding WorkLifeWell with his partner Adam Greenfield. Adam is an award winning Chiropractor and together they have build a company the helps corporate clients look after their staff in a more meaningful manner. Oli recommends Joe Rogan, Tim Ferriss & Jay Shetty as podcasts to listen to and cites his dad as someone he looks up to. The companies website is www.worklifewell...
2020-05-1338 min
Engaging People PodEpisode 63 - Ollie Watkins - Brentford FC centre forward.Today I interview the hottest prospect in the EFL Championship. Ollie Watkins has scored 22 goals in all competitions this season and if you google him, it looks like a big move is on the cards. Today we find out more about his early career at Exeter City. Hear how he couldn't concentrate when he first went there and so didn't get a contract before being asked to go back two years later. Ollie saw his brother break a leg playing Sunday league football and that made him more determined to make it professionally. He made his debut...
2020-05-0641 min
Engaging People PodEpisode 62 - My Journey to building Engage FS - Interview by Laura SlomaOn today's show Laura my wife interview's me on my background, from leaving school at 16 to starting Engage at 34. We talk about my transition from football to work and the challenge of studying at age 30 with children. Finally I run through whats most important to me and why. You can find me on all the soicals Twitter @samsloma1 instagram @samsloma Linkedin - Sam Sloma We'd love our listeners to recommend people for the show so if you know anyone please do send them our way. ...
2020-04-2940 min
The Plannex PodcastFees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam SlomaIn this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage.
2020-04-281h 23
The Plannex PodcastSam Sloma on lessons from the first year of his FP firmIn this episode, Adam talks to Sam Sloma, MD of Engage FS about the first year of his financial planning firm. Sam openly talks about his first year figures, the challenges and what has gone well and not so well. Sam also talks about his fee and service proposition and how he works with clients on a fixed fee basis.
2020-04-2854 min
Engaging People PodEpisode 61 - Phil Lewis - Corporate PunkThe below is the headline from Phil Lewis's company 'Corporate Punk is a management consultancy But it isn't Because we don't slash for efficiency. We build for innovation, resilience, growth. Instilling agility, embedding better, happier ways of working. Changing businesses inside out, human first. So that when you're asked "When did you last get a proper buzz out of work?" The answer is "I do." This gives a great insight into Phil's business and this chat is a brilliant conversation about management consultancy and business in general. Phil has worked with large corporate's such as...
2020-04-2247 min
Engaging People PodEpisode 60 - Mark Rhodes - Business Strategy ConsultantToday I speak to Mark Rhodes who is the director of business consultancy at accountancy firm Sobell Rhodes. We speak about how Mark started his career at big 4 accounting firm Ernst & Young and how he knew quite early that closer relationships with his clients was needed. Mark speaks about how his work impacts businesses and gives some tips for business owners listening. Mark discusses about the difficulties in joining his fathers firm and outlines his ideas for the future. I have been through the Sobell Rhodes business strategy programme myself and can highly...
2020-04-1438 min
Engaging People PodEpisode 59 - Footballer Curtis Davies of Derby County.Today I had the pleasure of speaking with Derby footballer Curtis Davies of Derby County. Curtis started of his career at Luton Town before making the move to then Premier League West Brom before moving to Aston Villa. Curtis crossed the second city divide by signing for Birmingham City before joining Hull and scoring in an FA Cup Final. He then moved to Derby where he's keen to get them promoted after two play off heart breaks. Curtis is extremely honest about his career, what he'd like to do after and we were...
2020-04-081h 01
Engaging People Pod*REPOST* Episode 58 - Josef Jackson - How losing a sibling & beating cancer has shaped him as a person.Josef Jackson is an amazing guy. He is an ex-professional footballer who is just about to start an internship at Morgan Stanley. Above that though, he has been through some extremely difficult times and has shown courage & determination that is a true testament of his character. At 14 he lost his 12 years old sister to a brain hemorrhage and if that wasn't enough, Josef was told at age 21 that he had Leukemia. Josef tells his story and there is lot to learn about how difficult situations can fuel a desire to make the most...
2020-04-0156 min
Engaging People PodEpisode 57 - Andy Hart Maven Adviser on investing & speaking with clients through COVID 19On today's podcast my friend and fellow adviser/podcast host Andy Hart speak about a number to issues we're facing currently as financial planners. We discuss how we speak to clients at this time, how and why we're both able to remain positive and what we think about investing during a crisis. You can find Andy across a number of social channels @mavenadviser and he runs his own hugely successful podcast called The Maven Monday Podcast. Andy recommends 'The simple path to wealth' by J L Collins. We'd love our listeners...
2020-03-2442 min
Engaging People PodEpisode 56 - Special interim episode with Sports Lawyer Daniel GeeyDaniel Geey is a top sports lawyer at Sheridans, he is the author of the football transfer book 'Done Deal' and on today's show he joins me to discuss how the virus is affecting professional football. You can find him on instagram, twitter, linkedin & TikTok @footballlaw. We'd love our listeners to recommend people for the show so if you know anyone please do send them our way. Please do leave us a review or a rating on iTunes as these are always greatly appreciated. We want to hear your comments feedback & suggestions...
2020-03-1929 min
Engaging People PodEpisode 55 - Jo Little - CEO of Emery LittleIn today's pod we meet Jo Little who is the CEO of financial planning firm Emery Little. Jo is the third generation of her family to run the business and we discuss the challenges of taking over from your father. We also discuss Jo's thoughts on the current economic climate and how she's dealing with putting her stamp on the business. Jo recommended Dr Chatter Jee's podcast and both Seth Godin and Brene Brown as people who have had an influence on her. You can find Jo on twitter @jarenlittle on LinkedIn @Jo...
2020-03-1836 min
Engaging People PodEpisode 54 - Thoughts on the recent volatility in investment markets.In this episode I discuss the corona virus and how it's affecting investment markets. We were due to have a podcast but our guest had been on holiday to Malaysia and had to be in quarantine for 7 days! Today I give shout outs to the following blogs. https://theirrelevantinvestor.com/ https://awealthofcommonsense.com/ We'd love our listeners to recommend people for the show so if you know anyone please do send them our way. Please do leave us a review or a rating on iTunes as these are always greatly appreciated.
2020-03-1012 min
Engaging People PodEpisode 53 - Tony Morris - International sales expert, author & speaker.Tony Morris is an international sales speaker who has spoken in 20 countries, written 5 books and helped 35,000 sales people to do their job better. He is a natural salesman, you can hear it in almost every word he says but his mission was never to sell for the sake of it, it is to develop people into better sales people and in this episode he shares some of the tools of the trade. You can find Tony at his website - www.tonymorrisinternational.com and on most of the socials @tonymorrisinternational We'd love our...
2020-03-0336 min
Engaging People PodEpisode 52 - Sonny Pike - An amazing story of a footballing wonderkid gone wrong!At 7 years old, Sonny Pike was featured in his local paper for scoring 80 goals in a season. By 10 he was on London tonight and by 12 he was doing too much media work to go to school. Sonny was literally the coco-cola kid but the media hyped him up so much that it went past his football and unfortunately it never caught up and he lost his love for the game. With his story coming out via his autobiography this year, we speak to Sonny about how he life changed and what's he's doing now to...
2020-02-1937 min
Engaging People PodEpisode 51 - Farooq Mohammed - Digital GurusFarooq Mohammed is the MD of Digital Gurus - a digital, data and tech recruitment firm. Farooq and two friends set up the business in 2008 and sold it in 2016. The business was built to sell and the trio achieved that goal in early 2016. They all stayed on to build to the next level and they now have offices in London, Australia and Dubai. Hear how Farooq cultivated a culture to succeed and made sure the staff shared in that success when it came. You can find Farooq at the digital guru's website www...
2020-02-1234 min
Engaging People PodEpisode 50 - Loui Blake - Award winning marketer & entrepreneurLoui Blake is an award-winning marketer & entrepreneur. He is the founder of the UK's largest plant-based restaurant Erpingham House and brand partner for Eat By Chloe UK. Passionate about plant-based food & sustainable business, Loui is a recognised keynote speaker, having spoken at London school of economics, University college London & Goldsmiths university, as well as corporate engagements for Wagamama, Aviva, Innocent drinks & the global restaurant investment forum. He recently won Future marketing leader of the year at Restaurant marketer & innovator awards, topping the 30 under 30 list. You can find Loui at his website www.louiblake.com or on instagram...
2020-02-0536 min
Engaging People PodEpisode 49 - Justin Cochrane - England U16 Head CoachToday's guest is the current England Under 16 Head Coach Justin Cochrane. If you like football, coaching, are involved in developing young players/people this is a brilliant insight into someone who is doing really great things. He had a career playing professional football before transitioning to become a coach age 27. His coaching ability was quite apparent but Justin has an amazing ability to develop young people and so he rose through the ranks quickly at Tottenham to become Under 23 assistant under Mauricio Pochettino who was the first team manager at the time. Justin...
2020-01-2843 min
Engaging People PodEpisode 48 - Jenny Afia - Helping the worlds most successful people have more privacy.Jenny Afia is a privacy lawyer and a partner at the renowned law firm Schillings Partners. Her reputation is one of the most sought after privacy lawyers in the UK. She is the Head of the Legal Team at Schillings and leads its entertainment practice. In addition to being ranked as a leader in her field in Chambers & Partners, the Spear's 500 and the Spear's Reputation Management index, Jenny was Spears' Reputation and Defamation Lawyer of the Year in 2015. Jenny is a member of the Children's Commissioner's Task Force on Growing Up in the Digital Age and on...
2020-01-2237 min
Engaging People PodEpisode 47 - Alex Levack & Matt Kleinman - Surviving 20 years + in football agency.Matt Klienman and Alex Levack have run Sidekick Management football agency for 12 years. They are just partnering with a tech business to turbocharge their growth for the next 12! Hear their story from joining the football world in 1998 and 2001 respectively and how both they, and the industry have changed over the past 22 years. This is a brilliant insight into an extremely tough industry and for anyone thinking about becoming an agent. I will link to the guys social media now but please note it is changing. You can find them on twitter @sidekickmanagem and...
2020-01-1551 min
Engaging People PodEpisode 46 - 2020 Here we go!In today's pod we give a little insight into what we have planned for 2020. We say a big thank you to everyone who's listened over the past 12 months and we spread some good news in the world. We'd love our listeners to recommend people for the show so if you know anyone please do send them our way. The email address for us is hello@engagefs.co.uk and or check out our website www.engagefs.co.uk Please do leave us a review and a rating on iTunes and these are always...
2020-01-0807 min
Engaging People PodEpisode 45 - James Burke of Acrylicize (*Repost*)In this episode, Sam talks with Artist James Burke about his path, all the businesses he's involved in and how he's connecting people with art. James is the founder of Acrylicize, co-founder of Studio Seven London, he's a professional drummer, host's a hip-hop and spoken word night, has his own graffiti brand as well as having 3 young children! Sam & James speak about how his creativity was nurtured by his parents, how he and his business partner Paul Arad create a brilliant working culture at Acrylicize and their plans for the future. As always...
2019-12-1044 min
Engaging People PodEpisode 44 - Mathew Finn - Owner of Finn & CoToday I speak with Mathew Finn or Finn & Company. Mat is a commercial property investment agent based in London. Over the last 20 years he's gone from delivering compost for the garden centre to building his own property business. Hear how Mat did the hard yards and what his advice would be for anyone starting in the industry now. If you enjoy this or any other episodes please do leave us a review on iTunes and a rating of your choice. We love to hear your comments, feedback and suggestions so please emails us...
2019-11-2628 min
Engaging People PodEpisode 43 - 10k Downloads & our possible new business!Today's episode is another filler episode with Sam. We thank everyone for listening as we reach the milestone of 10,000 downloads. Also we discuss our new our new business which is an outsourced FD consultancy where we sit alongside your business to provide accountability, objectivity and guidence alongside our normal financial education & wellbeing elements. If you enjoy this or any other episodes please do leave us a review on iTunes and a rating of your choice. We love to hear your comments, feedback and suggestions so please emails us hello@engagefs.co...
2019-11-2013 min
Engaging People PodEpisode 42 - 10 steps to building wealth for your future.Today's episode is a short filler episode where Sam gives a 10 step guide to building wealth for your future. It's designed to be a simple but it's not easy! You can find this guide on our website - www.engagefs.co.uk/10steps If you enjoy this or any other episodes please do leave us a review on iTunes and a rating of your choice. We love to hear your comments, feedback and suggestions so please emails us hello@engagefs.co.uk and you can see more about our business Engage Financial Services...
2019-11-1308 min
Engaging People PodEpisode 41 - TJ Keterman - CEO of Hamilton Court FXTJ Keterman is the CEO of Hamilton Court FX. They are foreign exchange experts with offices in London, Amsterdam & Milan. Tony grew up in a single parent home & from an early age was determined to be successful in whatever he did. His journey started as an estate agent before he found trading in the city. He founded a company that didn't work out, at that point going back to be an employee. He then went on to set up HCFX in 2011. I today's episode, we hear about this journey to date. Their website...
2019-11-0535 min
Engaging People PodEpisode 40 - Alex Sesto - Flow State CollectiveAlex Sesto is a movement specialist. A physical trainer with a difference. After finishing uni in America he came back and began a career in Marketing. However after feeling that his life wasn't going in the right direction, he decided he needed to make a change. Hear his journey going from lessons with Ido Portal to starting Flow State Collective! The website is www.flowstatecollective.co.uk and you can find them on the following social places Instagram - @sestoflow As always please do leave us an iTunes review and a...
2019-10-2943 min
Engaging People PodEpisode 39 - Abel Samet - Co-Founder of TroubadourAbel Samet is the Co-Founder of Troubadour Goods. He was working in London with a colleague Samuel Bail and they loved to do marathon's, triathlons and have adventures. The pair couldn't find a bag that they could use to both pack their stuff and take to work and so they set out trying to make one for themselves. You'll hear how that went in the podcast but suffice to say they've built a business that now sells online & in major department stores across the world and they've branched out in to other accessories as well. ...
2019-10-1642 min
Engaging People PodEpisode 38 - Dan Piler - How a coach can help youToday's podcast is our first repeat guest and our first deep dive episode. Some of the feedback I've had around the podcast is that we only skim the surface of people's businesses and some people want us to look behind the curtain. So, in what will be the first of many episodes where we look at what skills people are bringing to their world, we speak to life coach Dan Piler about what he actually does and how he helps. I think there is lots to takeaway from this episode and I hope...
2019-10-0841 min
Engaging People PodEpisode 37 - Daniel Price - CE0 & Co Founder of My 1st YearsWhilst buying Nike ID trainers in 2009, business students & best friends Daniel Price & his co-founder Jonny Sitton had the idea to set up a business personalising baby clothes as there are 800,000 babies born each year & around 15 gifts per baby! Hear the story of how they went from selling one order a day in a brook cupboard sized office to being in Selfridges, Harrods & having Royalty wear their clothes. This is a brilliant story where their perception became their reality & how the best PR can come purely from thinking outside the box. Daniel recommends 'Delivering...
2019-10-0137 min
Engaging People PodEpisode 36 - Max Rofagha - Founder of Finimize.comMax Rofagha has a tough job on his hands. Having sold his first business Max was looking into what to do with his finances & how to make informed decisions about his money. He found that he couldn't trust the banks, nor the online robo's and he didn't find a financial adviser to connect with & so he had a problem...... Max's entrepreneurial spirit took over & there and then he decided he wanted to build something where people could go to educate themselves about their money & put people in control. In the UK there is a big...
2019-09-2443 min
Engaging People PodEposide 35 - Dylan Bourguignon Founder of So-Sure InsuranceDylan Bourguignon is an extremely interesting guy. He has two engineering degrees, an MBA from Harvard and worked in private equity prior to founding So-Sure Insurance. After gaining an interest in how businesses worked & deep diving into the insurance industry, Dylan found an outdated industry, not focused on the consumer and saw only opportunities for disruption. Here we tell the story of wearesosure.com, from it's conception to it's current pursuit of restoring consumer trust for insurance globally. You can find the site www.wearesosure.com and the social handles below. ...
2019-09-1751 min
Engaging People PodEpisode 34 - Hannah Feldman - Co-Founder of KidadlHannah Feldman had an extremely distinguished professional career prior to Co-Founding Kidadl. She worked for three of the biggest companies in three different sectors (advertising, law & banking) before working for ex Dragon James Kahn. It's fair to say she could have easily continued down the corporate route. However, she always knew she had the entrepreneurial spirit and it took an introduction via her cousin to her co-founder Sophie Orman to light the spark and Kidadl was born. Here we tell the story of there initial meeting, sharing a vision, raising capital, building apps, marketing and...
2019-09-1042 min
Engaging People PodEpisode 33 - Romanie Thomas - Founder of Juggle JobsRomanie Thomas is the Founder of Juggle Jobs - www.juggle.jobs which is a digital recruitment platform which is transforming the way people & business look for & find flexible working solutions. She started in the recruitment world 10 years ago and founded Juggle Jobs in 2017 after a year figuring out how to develop her vision. She has raised venture capital twice and is coming to the third round of funding. The business is generating revenue and she is well on the road to creating something special. Here some of the challenges she faced along...
2019-09-0336 min
Engaging People PodEpisode 32 - David Soutar - TV & Film Producer *repost*Affectionately known as Souts, David is a young TV & Film producer and director. His most recent work includes the Netflix doc 'Sunderland Till I Die' and 'Bros, When the screaming stops'. He has also worked on 'I am Bolt', 'This is US', Mo Farah 'No easy mile' and the Class of 92 in recent years. Souts started in TV at age 28 and at the bottom rung of the ladder. However you'll hear about how he quickly realised that this world was for him and how he dedicated himself to moving up the ladder to make up...
2019-08-2854 min
Engaging People PodEpisode 31 - James Bott - Co Founder of The ASO CO *repost*In this re-posted episode, which first aired in Jan 2019, Sam talks to serial entrepreneur James Bott on his successes, failures and lessons learned in business. This is a brilliant conversation with someone who's been willing to take a number of risks to become successful. James is the current co-founder of The ASO Co. A company that started just over two years ago and was recently acquired by Jellyfish - the global digital marketing agency. Listen in to hear how he created a new market around app's & built his business around it. You can find James...
2019-08-201h 15
Engaging People PodEpisode 30 - Dave Martin on his career & signing for West Ham UnitedDave Martin signed for West Ham United in the summer of 2019 on a free transfer. He signed as 3rd choice goalkeeper having spent two seasons at Millwall. Dave talks us through the ups and downs of being a footballer, from signing for Liverpool at 19 to being without a club on a free transfer 9 years later to signing for his boyhood club after an up and down two years. It's a brillant story of working hard, determination and belief in yourself. You can find Dave on twitter @davemartin_gk. As always please...
2019-08-1348 min
Engaging People PodEpisode 28 - An interlude at the end of series 1In this short podcast, Sam brings down the curtain on season 1 of the Engaging People Podcast. He thanks the brilliant James Ede for his help in editing the podcasts, he recommends you listen to the brilliant How I Built This podcast and that you read Raising Girls by Steve Biddulph. Thank you so much to everyone for their messages, emails and interest in the show. We'll be back next week with another great interview! As always you can find us on iTunes, Spotify and at www.engagefs.co.uk
2019-07-3111 min
Engaging People PodEpisode 23 - A Solo with Sam - The value of having a financial plannerOn today's podcast I run through some of the value I hope to provide the families I work with. In financial planning, it often feels that a lot of the value we provide is intangible. It's the phone calls when someone is under some stress, it's the big picture plans when people are getting caught in the small stuff and it's the trust where the the real value lies. So on today's pod I try to uncover some of the hidden intangibles from our business. Next week we'll be back on the interview...
2019-06-2623 min
Financial Planning Training AcademyNick Lincoln & Sam SlomaThis month’s featured pods from our Financial Life Coach Podcast Nick Lincoln from Values to Vision Financial Planning @hattipnick Sam Sloma from Engage FS @samsloma1 Nick Lincoln from Values to Vision Financial Planning @hattipnick Sam Sloma from Engage FS @samsloma1 Subscribe to our Podcast
The post Nick Lincoln & Sam Sloma appeared first on Financial Planning Training Academy.
2018-07-2700 min
Maven Money Personal Finance Podcast027 Sam Sloma - Footballer to Financial AdviserIn this episode of the Maven Money Personal Finance Podcast… Andy is joined by Sam Sloma from Engage Financial Services. Listen in on a great conversation on a journey from football to finance. Quick Preview of the Podcast: What are the differences in working with younger / older clients? How does a football background inform a career in finance? Making the jump to set up your own business. Key insights from Sam Sloma - ex footballer and financial planner Links: The Stupidest Thing You Can Do With Y...
2017-11-0245 min