Videos

https://finalytiq.wistia.com/medias/95pj6vj7wp?embedType=iframe&videoWidth=800 Have you ever wondered what triggers HNW clients to seek out a financial adviser? What events in their lives prompt them to seek out financial advice? In this video - the second of a 3...

https://finalytiq.wistia.com/medias/wlehjfj7wi?embedType=iframe&videoWidth=800 What Seb Dovey doesn't know about wealthy individuals is probably not worth knowing. He's dedicated his entire career to studying the behavioural patterns of High Net Worth (HNW) and...

https://finalytiq.wistia.com/medias/ayhnew222t?embedType=iframe&videoWidth=601   In this latest Adviser Hangout video, I talk to Chris Daems of Principal Financial Solution about his decision to move all the firm’s private clients to a monthly retainer fee,...

https://finalytiq.wistia.com/medias/01mbt88msl?embedType=iframe&videoFoam=true&videoWidth=516     Most financial advisers build their businesses in hope that someday they would capitalise their life's work by selling the business on but what do...

Simon Chamberlain, Chief Executive of Succession Group talks to Abraham Okusanya about how his earlier training in the industry prepared him for the current challenge of running a business that now looks after £8 billion of clients' money....

https://finalytiq.wistia.com/medias/jkzwj4p46y?embedType=iframe&videoFoam=true&videoWidth=600   In this video, I speak to Paul Armson of InspiringAdvisers about why he thinks the current model of running financial planning conferences is broken. Paul...

https://finalytiq.wistia.com/medias/d3vfowhaye?embedType=iframe&videoFoam=true&videoWidth=600   In this video, I interviewed Sean Weafer, international speaker, coach and author of the book The High Trust Adviser: How To Build High Trust And Profits In...

https://finalytiq.wistia.com/medias/3lzwt5jobo?embedType=iframe&videoFoam=true&videoWidth=600   In this video, I interviewed Julian Gilbert, MD of financial planning firm Wealth Matters about his business and how the firm made the New Model Adviser Top 10...

https://finalytiq.wistia.com/medias/5a30dladdz?embedType=iframe&videoWidth=640 In this video, I interviewed  Matt Anderson of The Referrals Academy on the most effective ways for financial planners to ask their clients for referrals. Matt is a referral expert,...

https://finalytiq.wistia.com/medias/h5n8b6wvur?embedType=iframe&videoWidth=640 In this interview, Platforum's Holly Mackay talks about the losers and winners from RDR so far. According to a new report by the Platforum titled The RDR – So How Was It for You, Baby?,...

https://finalytiq.wistia.com/medias/icy363o7qx?embedType=iframe&videoWidth=640 Partnerships between Financial Planners and Accountants/Solicitors should be a marriage made in heaven, according to Steve Billingham, author of a new book titled Professional...