Shows
The I just fell into Financial Planning PodcastAlexander Thomas - How you can use content creation as a Financial PlannerThis episode of "The I just fell into Financial Planning Podcast" is with Alexander Thomas of GP3 Financial Solutions.
Alexander started in the profession with the deVere Group in Barcelona, we talk not only about his career in Financial Planning but also about his venture into the Property at a very young age.
We have a look at the journey he's been on with Content Creation and how he makes it stick out (I learnt a bit from him on this topic) and what this yields from a lead generation point of view.
2025-07-181h 18The I just fell into Financial Planning PodcastHannah Wynick - Core Financial ParaplanningI speak with Hannah about her career, starting off working for her fathers firm before setting up Core as an Outsourced Paraplanning Firm.
We talk about her journey to starting off in Financial Services Administration to setting up an outsourced Paraplanning firm, how she became Diploma qualified, Artificial Intelligence in Paraplanning and how she became an accredited outsourced Paraplanning firm for Quilter.
2025-06-261h 00The I just fell into Financial Planning PodcastWhy Financial Planners should story tell - Mike LeGassickMike LeGassick is a Financial Planner that works for Manning and co based in Cornwall.
Just before Christmas I sat down with Mike and we had a chat about not only the two books he has written "Your money and your life" and "Mind over money" but also around what got him into the profession, the best way to coach clients and how storytelling can really win them over.
Think you'll enjoy this episode, I really loved Mike's passion for the profession and how to get his message out there.
2025-01-231h 20The I just fell into Financial Planning PodcastFrom Footballer to Financial Planning with IronMarket Wealth - Rob HeathWarning – There is a lot of Football chat in this Podcast (we had to take some out).
If you want to skip Rob’s football talk we get into the juicy Financial Planning chat around 26 minutes.
Being a big Football fan we really get into the nitty gritty of Rob’s career as a footballer, bar meeting Barry Fuller, Lyle Taylor and a few other Wimbledon players around the old Kingstonian bar I didn’t really know what to expect. I put these players up on a pedastool.
When I met Rob though I was in...2024-12-051h 13The I just fell into Financial Planning PodcastOne of the Youngest Financial Planners to be on the FCA Register this year - Jake CrossleyJake Crossley is as far as I'm concerned one of the success stories in Financial Planning.
He joined the profession when he was 17 doing an internship with Poynton Financial Services before going to University for a term in Sheffield.
Jake then went back to Poynton in January 2023 as a Paraplanner, learning from his Director there how to conduct meetings and the role as a researcher and report writer. He started his exams in April 2023 and becoming fully qualified Diploma qualified this year, taking just one year to get all of his exams done.
...2024-11-211h 05The I just fell into Financial Planning PodcastSupercharge your Financial Planning business ready for sale – Henry Blunt, Acquisitions Director at Wren SterlingThis weeks guest is Henry Blunt, Acquisitions Director at Wren Sterling. Henry and I are former colleagues, when we first met Henry was studying Biology at Newcastle uni and naturally this correlated nicely with acting as a broker for Financial Planning businesses.
He forged his career at Retiring IFA and contributed to the business starting to deal with more complex succession planning solutions for Financial Planning business.
After 8 years brokering deals he joined Wren Sterling as Director of Acquisitions. What Henry has done in his three years there is beyond impressive. The business has accumulated...2024-11-071h 17The I just fell into Financial Planning PodcastImplementing Fee Based Financial Planning - Julian Baker at Livesmart Financial PlanningIn this weeks episode we speak with Julian Baker at Livesmart Financial Planning.
Julian started his career as a Car Salesman, where he marked himself out by selling extended warranty for longer periods of time. At the very young age of 20 he entered the Profession by joining Brittanic (technically being too young to be there) to be trained up.
We talk about his career where he has worked in the Profession as a Mortgage Adviser and Financial Planner with several networks being becoming the MD of Livesmart.
We talk in depth about implementing...2024-10-101h 21The I just fell into Financial Planning PodcastDigitisation is leaving behind old style firms - Andrew Lumley-Holmes at FintuityOur very first episode of The I just fell into Financial Planning Podcast is with Andy Lumley-Holmes at Fintuity covering his career that spans very nearly a quarter of a century (something he doesn't like me to remind him of).
We cover his time at Edward Jones as a new Adviser door knocking to get clients, to his times as a Financial Planner all over the world living in Hong Kong, Moscow, The US and Cyprus starting off with nothing but a suitcase.
We also talk about his current role at Fintuity and what they...2024-09-241h 17