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Why not keep up with investment strategies, market conditions and retirement income sciences in one place! Check out our videos on these agendas below.

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Colin Lawson: How a 3½ adviser firm turns over £5m

https://finalytiq.wistia.com/medias/s3t03hjne4?embedType=iframe&videoWidth=800 No one will contest how incredibly difficult it is to scale a financial advice business. The conventional wisdom is that you need an army of advisers to achieve this; after all advisers are...

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Nick Blake: The Vanguard Difference

  https://finalytiq.wistia.com/medias/clge1v86ne?embedType=iframe&videoWidth=800   Asset managers have been under intense pressure lately, particularly about fund fees and the general misalignment between interests of fund managers and those of the investors. Perhaps...

Steve Martin: Walking The Talk As A Lifestyle Financial Planner

https://finalytiq.wistia.com/medias/9aanu3c4x8?embedType=iframe&videoWidth=800 On this session of the Adviser Hangout, Abraham Okusanya talks to Steve Martin of Smart Financial about how he runs his UK-based lifestyle financial planning firm while he and his family...

Ian Cooke: The Making Of A Financial Planning Empire

https://finalytiq.wistia.com/medias/cdgylryymu?embedType=iframe&videoWidth=650 Ian Cooke joined financial services at a tender age of 23, and over the last two decades or so, he has build what can be best described as a financial planning empire. The sprawling empire...

Phil Billingham: What Top Planning Firms Have In Common

https://finalytiq.wistia.com/medias/29omj022af?embedType=iframe&videoWidth=650 In this latest session, Abraham Okusanya speaks to Phil Billingham, a highly regarded industry consultant and founder of Phil Billingham Partnership. Phil recently carried out some research...

David Ferguson: Taking On Legacy Providers and Winning

https://finalytiq.wistia.com/medias/nmvb4ff1dd?embedType=iframe&videoWidth=650 It's a  21st century David and Goliath story in retail financial services! When 'young,' energetic, and passionate David Ferguson decided to take on big lifecos, by setting up an investment...

Simon Weeks of The WoW Company: Accounting Meets Financial Planning

https://finalytiq.wistia.com/medias/cq5ci250ui?embedType=iframe&videoWidth=601   Financial planning is often compared to accountancy, in terms of its development as a profession, fee charging and how clients value the services provided to them. In the video, Abraham...